Integrated Advisory
Financial Services
Calgary, Alberta, Ca
9 employees
- Employees
- 9
- Contacts
- 2
- Emails
- 2
Integrated Advisory Overview
- Headquarters
- Calgary, Alberta, Ca
- Website
- integratedadvisory.ca
- Industry
- Financial Services
- Employees
- 9
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Integrated Advisory
Helping innovative CPA firms lead the new era of financial advice. We work with entrepreneurial CPA firms in Canada to offer their clients an integrated and holistic planning experience, so they can live the life of their dreams.
Integrated Advisory Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Integrated Advisory Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kristen Poitevien | Partner at Affirm Llp - Chartered Professional Accountants | Calgary, Alberta, Canada |
Email
|
| Tim Coakwell, Cpa, Ca, Cfp®, Cim® | Empowering Cpas to Expand Impact, Elevate Expertise & Drive Sustainable Growth |
View
|
|
| Juliane Johansen, Cpa, Ca | Partner at Affirm Llp - Chartered Professional Accountants | Greater Vancouver Metropolitan Area, Canada |
Email
|
| Ed Hofstede | A Growing Force for Change in the Financial Services Industry | Kitchener, Ontario, Canada |
View
|
Employees by Management Level
Individual contributor
4 profiles
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