We specialize in providing client-centered insurance and financial planning solutions designed to protect the financial health and well-being of our clients and their families.
At Integrated Financial Strategies, our priority is to listen to our clients’ concerns and understand their short and long-term financial goals and objectives. This allows us to assist in identifying the risks associated with a premature death, accident or sickness, and the impact these risks would have on achieving their goals. Once complete, a customized plan focused on cost, quality and benefits is designed integrating various solutions that mitigate the risks each client faces.
Life Insurance: When was the last time you reviewed or updated your life insurance?
- Has your financial situation changed?
- Have you moved, purchased a new home or cottage?
- Has your income increased?
- Have you recently incorporated your medical practice?
- Has your family situation changed?
- Have you gotten engaged or married?
- Do you plan to have children? Or recently had children?
- Are you going through a divorce?
Learn more about Life Insurance in Insurance Explained.
Disability Insurance: Your ability to practice medicine and earn an income is your number one asset.
- When was the last time you reviewed and updated your disability insurance?
- How would you provide for your family and loved ones if you had an accident, illness or sickness, and could no longer work?
- Does your policy contain guaranteed premiums and policy provisions?
- Do you have the correct riders on your disability insurance policy?
- Is your income fully insured?
Learn more about Disability Insurance in Insurance Explained.
Want to estimate the value of your earning power?Book a consultation
Critical Illness Insurance: Are you prepared for the unexpected?
- What if you suffered a critical illness?
- Have you considered the financial impact that surviving the illness will have on your lifestyle?
- Would your family’s worries about your health be compounded by worries about their financial security?
Learn more about Critical Illness Insurance in Insurance Explained.
Long Term Care Insurance: Helping protect you against health care costs in retirement.
- Are you concerned about your financial security and quality of life in retirement?
- How would your finances be impacted if you developed a chronic health condition in retirement?
- What impact will the continued reductions in provincial health care funding have on your independence in retirement?
- What financial impact will your need for care have on your family and loved ones?
Learn more about Long Term Care Insurance in Insurance Explained.
Office Overhead Insurance: How will your office overhead be paid if you are disabled?
- How would you cover the overhead expenses of your practice if you were disabled?
- Where would you find the money to pay for overhead costs like rent and utilities?
- How would you pay your staff their salaries if you were disabled?
Learn more about Office Overhead Insurance in Insurance Explained.
Mark is loyal, he is honest and has attention to detail. He made the effort to get to know me, my husband, and my family. He cares and is genuinely interested in who we are as people. It is not just a tick the boxes interaction with him.