A multi-generational approach to guide and support you as life happens.

Life is filled with transitions, both those you planned for and others you never imagined. Either way, change is often stressful and emotional. Our multi-generational team offers diverse experience and expertise to help you effectively navigate life as it happens. Rather than relying on an ‘annual review’ to find out about your life’s recent events, we take an integrated approach to building relationships and supporting our clients. We make ourselves available when and in the ways your family needs us, ensuring that you have confidence when facing a life transition or significant financial decision.

 

 

Integrated Planning Group is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Doug Leard and Melanie Ferrandi must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Integrated Planning Group Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by the Integrated Planning Group.

Insurance products and services are provided through Integrated Planning Group.