Integrated Financial Services Inc.
Integrated Financial Services Inc. is a Red Deer-based firm with over 100 years of combined experience, offering financial advice backed by in-house CFP credentials and partnerships with Manulife's Tax, Retirement and Estate Planning Services. They serve clients across insurance,
- Emphasis on tax & financial planning
- 3 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Integrated Financial Services Inc. is a Red Deer-based firm with over 100 years of combined experience, offering financial advice backed by in-house CFP credentials and partnerships with Manulife's Tax, Retirement and Estate Planning Services. They serve clients across insurance, investments, retirement planning, and business group benefits.
Clients praise proactive communication about investments compared to big banks
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Retirement planning for couples
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Red Deer families.
Red Deer, AB
Compare with similar Red Deer providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Integrated Financial Services Inc. · this provider | 3 | 5.0 | Tax & Financial Planning |
| JD Law - Christopher Stephan, JD, LL.B., MBA | 326 | 5.0 | Wills & Estates |
| Advocate Law - Red Deer Criminal Trial Defence Lawyers | 195 | 4.9 | — |
| Giesbrecht & Associates - IG Private Wealth Management | 117 | 5.0 | Tax & Financial Planning |
| Warren Sinclair LLP | 114 | 4.3 | Wills & Estates |
| Johnston Ming Manning LLP | 92 | 4.4 | Wills & Estates |
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What does Integrated Financial Services Inc. specialize in? +
Based on client reviews, the firm focuses on retirement planning and investment management. Reviewers highlight the team's knowledge and expertise in helping clients prepare financially for retirement.
How does Integrated Financial Services compare to dealing with a bank? +
At least one reviewer switched to Integrated Financial specifically because the firm proactively shares investment and market information, which they felt was lacking at their previous bank. Clients describe the team as easy to work with and very knowledgeable.
Who is the primary advisor at Integrated Financial Services in Red Deer? +
Reviews mention Bill McTaggart by name as a key advisor at the firm, with clients crediting him and his team for strong customer service and financial guidance.
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