Services
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?
STEP 1
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.
STEP 2
We do our homework and come up with the right mix of ideas and solutions to help you reach your goals.
STEP 3
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
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
TESTIMONIALS
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.
