We are not looking for transactions, we are looking for partnerships – with clients who are highly engaged in working together with us to secure their future.
Since 2003, Integrated Financial Strategies has specialized in providing estate and insurance portfolio planning for medical and dental professionals, business owners and their families.
Integrated Financial Strategies is led by President, Mark Levine, an MMPA and accountant holding both the CPA and CA designations. A third generation specialist in the insurance business, Mark carries on the more-than 80-year legacy established by his father and grandfather, both trend-setting industry leaders in their time.
Through a two-decade commitment to ongoing industry training, Mark has a level of understanding of tax and planning strategies that most advisors simply do not. He is exceptionally organized, and a tenacious fighter for his clients, earning him a reputation for winning challenging cases.
With more than 18 years of experience working with physicians, Mark brings an extensive understanding of a physicians journey through medical school, residency and practice, so he understands and anticipates their needs at every stage of their lives. This allows Mark to explain clients’ histories to the insurance company in a meticulous, articulate way – resulting in a smoother underwriting process and heightened credibility with the insurer when challenging a decision.
Integrated Financial Strategies is contracted with tier one insurance carriers including Sun Life Financial, Canada Life, Manulife Financial, RBC Insurance, BMO Insurance, Transamerica Life, Industrial Alliance and Empire Life, but we always fight for you — our clients — when dealing with these companies.
Sound like a fit? Learn more about Mark Levine — or Get in touch
I have been working with Integrated Financial Strategies (IFS) since 2005 for my insurance portfolio planning. In late 2020, IFS worked with my legal & accounting advisors to develop and implement a comprehensive life insurance solution to provide liquidity for my estate to fund tax liabilities. The planning was thorough, efficient, and done in a professional manner. I am grateful to the IFS team for raising the issue and diligently assisting to execute the solution.
What do you get with Mark and Integrated Financial Strategies? A tenacious fighter with an elite education, who is:
- Completely authentic
- Totally engaged
- Highly empathetic
- Deeply curious
- Extremely responsive
- Exceptionally organized
