Client experience
The Value for Clients
Too often, business owners are left to navigate a maze of financial decisions alone-juggling accountants, advisors, and banks that don't communicate, leading to missed opportunities and unnecessary stress.
The Integrated Advisory Experience changes that by bringing your CPA and a network of financial specialists together, creating a seamless plan tailored to your goals. With one team working in sync, you gain clarity, confidence, and the freedom to focus on growing your business and securing your future.
Why clients prefer to work with Integrated Advisory Member firms
Save time
One coordinated plan means less back and forth between advisors.
Reduce complexity
No more fragmented advice-just clear, strategic guidance.
Align future goals
Business growth, retirement, and legacy planning all work together.
Lead to better outcomes
A tax-efficient wealth-building approach with your CPA's guidance.
By seamlessly integrating personal and business financial planning, our members help their clients unlock the benefits of a holistic financial planning experience to help them live the life they deserve.
In a world where financial advice is often fragmented and siloed, we help our members implement a collaborative and innovative client experience that delivers smarter, more unified solutions.
The Integrated Advisory Experience™
The Integrated Advisory Experience™ is our holistic planning process that seamlessly coordinates wealth, tax, insurance, and business advisory services to help clients confidently align their personal and financial goals.
All Integrated Advisory Members are trained on the experience to ensure that each advisor within the network can best support and provide integrated value to the client.
01 Discovery
Before any planning is done or advice given, it's essential to understand exactly where a client is, and get clarity on where they want to be.
02 Advise
With a clear understanding of a client's goals and dreams, as an integrated team, you create a plan and offer specific advice that aligns with their priorities.
03 Implement
Then it's time to implement the client's plan. Together with the specialists within the network and the client's existing team of specialists, solutions are implemented that fit the client’s life and their plan.
04 Review
Once the initial solutions are implemented, progress doesn't stop. The client's integrated team remains present and active as their plan and life evolve, reviewing their progress and other changes in their life ensuring to update their plan accordingly.
Business owners’ lives are complex. As the leader of their integrated team, you provide peace of mind.
The Integrated Advisory Experience™ brings together CPAs and a network of financial specialists to align a client’s personal and business finances under one seamless strategy.
With expert guidance, proactive planning, and a fully integrated approach, clients gain clarity, confidence, and the freedom to focus on what matters most to them.
Barry and Teena's Integrated Advisory Experience
Want to work with a member firm?
Find an Integrated Advisory member firm near you.
There are Integrated Advisory Member firms across Canada. Find an accountant near you who can help you create an integrated financial plan.