Integral Wealth Securities
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By remaining independent of institutions that create and market financial products we deliver unbiased advice. Our capital markets team has a long track record of success, with a focus on both private and public companies, in a broad range of sectors. By being independent we deliver objective advice and provide access to best-in-class products and solutions for accredited individuals and families.
Services
Integral is a private, independent investment dealer founded in 2003. We provide objective advice, investment transparency, and access to innovative products and solutions for our clients. Integral's private client group is experienced advisors with a track record of results in providing sophisticated wealth management solutions for affluent clients.
Transparency is our pledge to you. Integral is open with clients about investment performance and fees. We provide you with information on a timely basis. Our aim is for you to have a firm grasp of what is happening with your financial affairs at any given time. Transparency fosters trust between our clients and our advisors.
Fidelity Clearing Canada provides clearing and custody to Integral. Securities and cash held in non-registered accounts at Integral actually sit in custody at Fidelity for safekeeping. Fidelity is one of the world's largest fiduciaries with over $1 Trillion of assets under custody. For example, if you hold three qualified accounts you will be eligible for loss coverage of $1 million per account, for a total of $3 million.
Integral advisors are qualified, experienced financial professionals. They understand that comprehensive wealth management involves more than just selecting investments and managing a portfolio. Your advisor calibrates financial and retirement goals in the key areas of wealth enhancement (capital growth); wealth transfer (estate planning); wealth protection (tax/insurance planning); tax efficiency and charitable giving.
Integral's private clients and financial advisors enjoy access to our Capital Markets Group - professionals with expertise in numerous financial disciplines. Our Capital Markets Group specializes in investment banking, private debt, private equity, public equities, market making and trading. Areas of sector expertise include energy, mining, financial services, real estate and diversified industries.
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