Services at Integrity Tree Financial

Integrity Tree Financial provides you with holistic financial advice and solutions, no matter where you’re starting or where you’re headed. From graduation to retirement, personal to business, and every need in between, our team offers the full suite of solutions under one roof so we can provide a personalized approach to your finances. We’re committed to your success in every phase of life.

See your future with Integrity Tree Financial…

You sleep well at night, knowing your family, business, and future are safe and sound.

You’re excited for what’s next: travelling in retirement, staying in your home, starting a new project…

You’re confident in your financial decisions, knowing why you’ve made each choice and how they’re building financial security.

You actually enjoy conversations about money with your spouse or business partner because now it means opportunities.

Plus, you confidently share financial basics with your kids as you prepare them for an empowered future.

What does a healthy financial life mean for you?

How does it work?

Your vision for the future is as unique as you are. That’s why your journey with Integrity Tree Financial starts with a conversation so we get to know you and your unique goals.


Book a free consultation so we can get to know each other! We’ll ask the right questions to gain a holistic understanding of your life, your dreams, and your current finances.


We do our homework and come up with the right mix of ideas and solutions to help you reach your goals.


Together, we’ll review our results and recommend clear, step-by-step solutions to make the vision you have for your life a reality.

What phase of life are you in?

Choose a life phase below to see a selection of the products and services we offer.
Or, download our Services guide.

Graduation and starting a career

You’re starting things off right. Creating a financial plan right after graduation or at the start of your career will get you results faster. Whether you can’t wait to pay off student loans, learn to manage your cash flow so you avoid credit card debt, or invest in your lifestyle goals (like moving into your own place!), we have the support you need.


Here are a few services that can help you in this phase of life:

    • Cash-Flow Management
    • Lending
    • Investments
Getting married

Marriage is not just the joining of two souls, it’s the joining of two futures as well. Our investment advisors provide guidance on saving and investing for your future together, whether that’s buying a home, starting a family, or anything else you have in mind.


Start your journey together off right. Here are a few of the services that can help you in this phase of life:

    • Insurance
    • Lending
    • Investments
    • Accounting
Buying a home

Whether you’re buying your first home, planning a move, or downsizing (if that’s what you want!), real estate is a big factor in your financial stability. Let our mortgage brokers ensure you’re getting the best rate possible. Our insurance advisors will also set your new property up with the right protection.


Here are a few services that help new or repeat homeowners like you:

    • Lending
    • Insurance
    • Accounting
    • Investments
Starting a family
The centre of your world changes once you have a child. We know that from experience here at Integrity Tree! You want to set your kids up for the brightest future, protect them, and provide them opportunities to grow and try new things.
Insurance and investments like RESPs will give you peace of mind now and in the long term.

Here are a few services great for parents and guardians:

    • Insurance
    • Investments
Mid-life growth

It’s more common than ever to go through a career change at midlife. Some people also become empty nesters, while others welcome a new child into their lives. Many of us also help take care of our aging parents. Mid-life looks different for everyone, but what we know for sure is that you continue to work so hard; let’s make sure your money works hard for you too.


Services that bring relief and optimism in mid-life:

    • Lending
    • Insurance
    • Accounting
    • Investments
Preparing for retirement

You’ve worked hard for your money; let’s make sure you have the cash flow, savings, and advice to maximize your retirement. So much is possible with the time and opportunities you have waiting for you. Let’s make sure you can say yes to them all by recouping your hard-earned savings, optimizing your home situation, and putting you in the best tax position for years to come.


Here’s a selection of products and services that make for a great retirement:

    • Lending
    • Insurance
    • Accounting
    • Investments
Launching or growing a business or non-profit

You dream big, and we know how to make it a reality. Set your new venture up for a healthy financial future, reduce personal risk, simplify taxes, and maximize your results. Our team of professionals, including insurance brokers and accountants, will set you up for success so you can focus on improving the world.


Launch your business or non-profit or take it to the next level with these services:

    • Lending
    • Insurance
    • Accounting


Mortgage Agent

Homa Souratian

“Working with Ms. Homa was a pleasure. It was my first time buying a condo, and naturally I was nervous to say the least. She was very accommodating and patient and helped walk me through every step which I appreciated. The rates her and her team were able to offer were far better than other brokers I had worked with.

What I appreciated most however, was the fact that our bidding war had 7 offers and we needed a competitive and unheard of quick turnaround on a pre-approval. Homa and her team were outstanding in turning things around quickly and to the highest quality.

Would definitely recommend Ms. Homa and would be pleased to work with her again.”

– Alex Skinner

Mortgage Agent

Sarah Northrup

“My wife and I used Sarah Northrup when we were looking for a new mortgage. We were always the type to deal directly with the bank “to keep things simple”, or so we thought. Without leaving home, we completed the process virtually and it was a great experience. Sarah was highly reachable via phone, text and email and kept us in the loop with the process as it came together.

Getting a competitive rate was the goal (which was better than expected!), and the ease of the process was an added bonus. We highly recommend Sarah if you are in the market for a mortgage.”

– Todd & Rosalind Anthony

Not sure where to start?

That’s what our free consultations are for! We’ll have a conversation to get to know you, then recommend solutions unique to your priorities and goals.

Our Services Guide

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