Webinar: A Wise Alternative to Government Bonds & GIC's in Your Portfolio


As government bond yields and GIC rates approach 0%, a crisis for “safe” fixed income investment is already here and set to worsen. A diversified basket of Alternative Investments that can generate 7% - 8%+ YIELD is a solution. Watch now to learn:


  • How Alternative Investments fit into your Portfolio
  • How owning Alternative Investments reduces portfolio volatility and improves returns
  • An overview of the growing Private Credit market
  • How portfolio managers improve results for clients



As seen on MoneyTalks.net

The Integrated Wealth Planning Process

Integrated Wealth Management offers more than just investment management solutions that deliver solid, consistent returns. Our entire philosophy and day-to-day professional service offerings are infused into a planning process... which revolves around your Life Goals.

Read More...

Financial Readiness Assessment

Are you prepared to protect and grow your portfolio and achieve financial independence through future financial crises and volatile markets?

Use our online assessment tool to find out. Receive an instant, custom report that includes:


  • Ideas to Improve Your Portfolio
  • A Financial Readiness Score

For Investors Who Use An Advisor to Manage Most of Their Assets


For Investors Who Self-Manage Most of Their Assets

As seen on MoneyTalks.net

Video & Webinar Library

Whether you're seeking advice for retirement or improve investments returns our library will have valuable content for you. Our library includes:

  • Overview of Alternative Assessments
  • Stocks You Can Tolerate
  • Decisive Investing to Survive & Thrive Through Crisis
  • Protecting Your Portfolio in Volatile Markets
  • Straight Talk For Retirement Success Video Series
  • Tax Smart Investing For Professionals & Business Owners Over 50
  • Straight Talk For Financial Independence
  • 3 Practical Solutions For Investors Over 50

Get Instant Access

By submitting your info, you receive immediate access to our library. We will also notify you about future webinars/videos; and related info and offers.

Integrated Wealth Management is an independent boutique firm providing comprehensive
wealth planning and management. Our processes and professional services are centered on
guiding you to the achievement of your Life Goals™.

Learn more...