Our members
With Integrated Advisory, you’re not alone
Great advisors don't work alone they collaborate, share insights, and elevate each other to deliver the best outcomes for their clients.
Integrated Advisory is built on this belief, bringing together forward-thinking professionals who are stronger together. At the heart of our network is a team of experienced leaders dedicated to guiding CPAs toward growth, innovation, and a future-ready practice.
Our leadership team is made up of forward-thinking professionals with extensive industry experience who are redefining the role of financial advisors. With deep expertise in CPA-led wealth management, financial planning innovation, and business transformation, we are passionate about helping firms break down silos and build stronger client relationships.
Our Members
We are fortunate to collaborate with such dedicated professionals who are elevating their practices and contributing to the advancement of the accounting industry. Their commitment to excellence and innovation exemplifies the core values of the network.
Our leaders
Tim Coakwell CPA®, CA, CFP®, CIM®
Sr. Vice President. Member Relations
With deep roots in the accounting profession, Tim is redefining what it means to be an advisor. With more than 30 years in financial services, he is on a mission to transform the role CPAs play in their client’s lives.
Tim is passionate about partnering with forward-thinking CPAs and financial professionals to deliver holistic, future-focused advice.
His work empowers professionals across Canada to grow beyond tax and compliance and make a lasting impact on their clients’ financial journeys.
Ed Hofstead HBA
Vice President. Member Relations
Bringing over 30 years of experience in financial services, Ed offers a broad perspective shaped by leadership roles at PPI Advisory, AGA Benefit Solutions, and PPI Benefits.
At PPI, he worked extensively with Advisors to business owners and high-net-worth families, helping deliver complex planning strategies in insurance, wealth transfer, and succession.
Now at Integrated Advisory, Ed is focused on deepening member relationships, expanding into Ontario and Eastern Canada, and elevating advisor engagement across our growing national network.
Zak Smith CPA®, CA, CFP®, CLU®
Director. Member Services
With over 15 years of experience in financial planning, wealth management, and national accounting firms Zak brings both the perspective of an accountant and financial planner.
He leads the delivery of the Integrated Advisory Experience™, supporting CPAs, planners, and resource members through onboarding and ongoing support.
Zak’s commitment to member engagement, retention, and long-term success makes him a key driver of value across our network.
Christina Andrews
Lead. Member Relations
Christina Joined Integrated Advisory in 2015, bringing with her a diverse administrative background in medicine, forensics, and engineering.
She was drawn to the organization’s strong commitment to the well-being, safety, and success of its clients, team, and partners. She also enjoys working with our members.
As the right-hand to the Integrated Advisory Leadership team Christina has grown into an integral and effective team member through her dedication to continual learning and support.
The network
Memberships
As a network, we take immense pride in our community of forward-thinking independent CPA firms. Our valued members are transforming the accounting profession by embracing a holistic approach to financial services, ensuring they meet the evolving needs of their clients.
Exclusive
member benefits
01 Proven roadmap
Members leverage a successful framework to integrate financial services seamlessly, enhancing client offerings and driving firm growth.
02 Coaching and mentorship
Our network provides professional coaching to empower members and their teams to engage in deeper, more impactful client conversations.
03 Exclusive events and networking
Members gain access to events and networking opportunities designed to broaden their professional connections and sharpen their skills.
04 Value based fee structure
Adopting a value-based fee model allows members to offer complementary planning services, enhancing existing accounting offerings.
05 Cutting edge technology
Members gain access to industry-leading tools and platforms that streamline workflows, enhance financial planning and optimize client engagement.
06 Thriving community
Integrated Advisory is more than a network it's a collaborative ecosystem where like-minded professionals share insights & support one another.
See how your firm could benefit from the Integrated Advisory experience.
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Learn more about the network
See how we help CPAs grow and thrive in a competitive market.
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