Webinar: Protecting Your Portfolio From Volatile Markets


Register to attend a free webinar on Wednesday, May 15th @ 7PM to discover prudent investment strategies that can achieve steady returns while minimizing downside risk to avoid steep losses in your portfolio. Topics will include:


  • Effective portfolio allocation strategies
  • Selectivity around Canadian equities
  • Use of private and alternative investments to bolster returns
  • And more...

FREE VIDEO

Straight Talk for Retirement Success Video


2 hour video showing you how to generate risk adjusted returns in unstable markets, take advantage of high-growth cyclical sectors, protect your capital & legally minimize your taxes before & during retirement.

FREE WEBINAR

Tax Smart Investing for Professionals & Business Owners over 50


Legally Reduce Corporate Tax, Save 50% more for Retirement, Cut tax on Business Sale, & Reduce Portfolio Risk.

Access FREE Webinar
FREE VIDEO SERIES

Straight Talk for Financial Independence


This FREE series of short videos focuses on identifying, understanding and solving the most pressing financial challenges of investors over 50.

Access FREE Video Series
FREE WEBINAR

3 Practical Solutions for Investors Over Age 50


Worried about the next financial crisis but still need to retire securely? In this 45 minute webinar we'll identify and solve the 3 biggest challenges facing investors over age 50. No fluff, just straight talk.

Click here for FREE
- instant webinar access -

The Integrated Wealth Planning Process

At Integrated Wealth Management, our entire philosophy and day-to-day professional service offerings revolve around the IWM Wealth Management Process...
which revolves around your Life Goals™.

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IN THE MEDIA

As seen on MoneyTalks.net

Being an Opportunist within the
Defined Benefit Pension Crisis

At the request of Money Talks, we've created a very thorough summary that tells you how
to deal with the pending Defined Benefit Pension Crisis.
Click here to request your copy of this important article.

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...