Integrated Financial Strategies

Insurance · Canada · 1-10 Employees

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Overview

Headquarters

200 Yorkland Blvd Suite 1101, North York...

Phone Number

(416) 850-2423

Revenue

$6.6 Million

Industry

Insurance
ZI Rank: 1
Signal Type
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ZI Rank
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About Integrated Financial Strategies

Integrated Financial Strategies specializes in client-centered insurance portfolio planning aimed at safeguarding the financial health of physicians and business owners. Their services include protection for families, retirement and estate planning, incorporation, and key person insurance. They focus on building partnerships with engaged clients, particularly those in the medical field and business sector, to address risks associated with premature death, accidents, or sickness. The company also offers tailored solutions for medical students and residents to ensure they start their careers with essential protections.Explore more
Integrated Financial Strategies's Social MediaPopular SearchesIntegrated Financial StrategiesSIC Code 64,641NAICS Code 52,524Show more

Integrated Financial Strategies Org Chart

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NB
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Director, Client Services

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SS
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Manager, Client Services

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Compare insights from companies similar to Integrated Financial Strategies, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Stra...

$6.6M
1-10
Private
-
-
NB
Nancy BernardoDirector, Client Services
<$5M
11-50
Private
-
-
CA
Collin AndriesWealth Advisor
<$5M
1-10
Private
-
2003
SS
Sabrina SchnareManager, Client Services
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Integrated Financial Strategies is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Integrated Financial Strategies is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Integrated Financial Strategies.

Integrated Financial Strategies Tech Stack

A closer look at the technologies used by Integrated Financial Strategies

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Frequently Asked Questions Regarding Integrated Financial Strategies

What is Integrated Financial Strategies's official website?
Integrated Financial Strategies's official website is www.integratedfs.ca
What is Integrated Financial Strategies's Revenue?
Integrated Financial Strategies's revenue is $6.6 Million
What is Integrated Financial Strategies's SIC code?
Integrated Financial Strategies's SIC: 64,641
What is Integrated Financial Strategies's NAICS code?
Integrated Financial Strategies's NAICS: 52,524
How many employees does Integrated Financial Strategies have?
Integrated Financial Strategies has 1-10 employees
What industry does Integrated Financial Strategies belong to?
Integrated Financial Strategies is in the industry of: Insurance
What is Integrated Financial Strategies competition?
Integrated Financial Strategies top competitors include: Atlantic Wealth Management, Perspective Financial, WYVERSTONE PLANNING Group, Accessible Wealth Strategies
What technology does Integrated Financial Strategies use?
Some of the popular technologies that Integrated Financial Strategies uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Integrated Financial Strategies?
Integrated Financial Strategies contact info: Phone number: (416) 850-2423 Website: www.integratedfs.ca
What does Integrated Financial Strategies do?

Integrated Financial Strategies specializes in client-centered insurance portfolio planning aimed at safeguarding the financial health of physicians and business owners. Their services include protection for families, retirement and estate planning, incorporation, and key person insurance. They focus on building partnerships with engaged clients, p... articularly those in the medical field and business sector, to address risks associated with premature death, accidents, or sickness. The company also offers tailored solutions for medical students and residents to ensure they start their careers with essential protections.Read More

What are Integrated Financial Strategies social media links?
Integrated Financial Strategies Linkedin page
Is Integrated Financial Strategies a public company?
Integrated Financial Strategies is private company therefore does not currently have an official ticker symbol
See more information about Integrated Financial Strategies

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