What is Integrated Advisory's official website?

Integrated Advisory's website is https://integratedadvisory.ca

How many employees are working in Integrated Advisory right now?

Integrated Advisory has 9 employees.

What is Integrated Advisory's industry?

Integrated Advisory's industry is Financial Services

Who are Integrated Advisory's top competitors?

Integrated Advisory's top competitors are , , , , , ,

Integrated Advisory company information, Employees & Contact Information

Updated May 2026

Quick answer

Integrated Advisory is a Financial Services company. It has approximately 9 employees on record. Contact data was last refreshed in May 2026. Find Integrated Advisory's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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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.

Employees: 9
Address: Calgary, Alberta, Ca
Industry: Financial Services
NAICS: Finance and Insurance

Monetary Authorities-Central Bank
Website: https://integratedadvisory.ca
Keywords: Calgary.
HQ: Calgary, Alberta
Competitors: Integrated Advisory Group, Affirm LLP - Chartered Professional Accountants, Technomics, Inc., SAP Concur, CAAT Pension Plan, Finofo (we're hiring), Dadurday, The WealthCo. Group of Companies, The Answer Company, accelerate ai inc..

Integrated Advisory Questions

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Top Integrated Advisory Employees

Kristen Poitevien

Partner At Affirm Llp - Chartered Professional Accountants

Calgary, Alberta, Canada, Canada

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2
ninebusinessgroup.ca, gmail.com
Tim Coakwell, CPA, CA, CFP®, CIM®

Empowering Cpas To Expand Impact, Elevate Expertise & Drive Sustainable Growth

N/a

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Juliane Johansen, CPA, CA

Partner At Affirm Llp - Chartered Professional Accountants

Greater Vancouver Metropolitan Area, Canada

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1
hotmail.com
Ed Hofstede

A Growing Force For Change In The Financial Services Industry

Kitchener, Ontario, Canada, Canada

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Integrated Advisory company information, Employees & Contact Information

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