Founded in 2002, Integral Wealth is a national, independently owned Canadian firm that operates through two main divisions: Integral Wealth Management, which provides financial planning and investment advice to private clients, families, and foundations; and Integral Wealth Securities (Capital Markets), which offers services like investment banking and corporate finance to institutional and corporate clients. The company prides itself on offering the personalized service of a boutique firm combined with the resources of a larger institution. It is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF).

Founded in

United States