INTEGRATED FINANCIAL STRATEGIES

Integrated Financial Strategies is led by President, Mark Levine, an MMPA and accountant holding both the CPA and CA designations. A third generation specialist in the insurance business, Mark carries on the more-than 80-year legacy established by his father and grandfather, both trend-setting industry leaders in their time... Since 2003, Integrated Financial Strategies has specialized in providing estate and insurance portfolio planning for medical and dental professionals, business owners and their families... At Integrated Financial Strategies, we specialize in providing client-centered insurance portfolio planning designed to protect the financial health and well-being of our clients and their families.

Also known as: Integrated Financial Strategies Inc.

Primary location: Toronto