Summary

Integrated Financial Services

Founded in 1986

Description

INTEGRATED financial has been serving clients for over 20 years. We are a group of committed investment professionals who specialize in insurance and asset management. Our advisors are in the business for the long term and placing their client's interests first is their TOP priority! OUR MISSION is to help successful individuals achieve their wealth creation and preservation objectives through an integrated approach to retirement and estate planning.

Strengths

  • Integrated Financial Services has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average

Weaknesses

  • Variance of revenue growth is more than the industry average

Annual Revenue

Integrated Financial Services's annual revenue

$5673000

Based on Kona Equity data

  • Revenue per employee

    $567300

  • Variance of revenue growth

    0.34

  • Annual revenue growth since founding

    $149289

  • Revenue growth rate from first known quarter to current

    105.6%

Employee Count

10 employees

  • Employee growth rate from first known quarter to current

    64.3%

Executives

Leanne Jobagy

Administrative Assistant

l**@integratedfinancial.ca

Audrey Thorhauer

Certified Financial Planner

a**@integratedfinancial.ca

Paul Pangle

Life Insurance Advisor

p**@integratedfinancial.ca

Debbie Vance

Marketing Assistant

d**@integratedfinancial.ca

G Score - 4

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.

Location

Ste #2 4914 - 55 St 
Red Deer, Alberta  T4N 2J4

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Eagle Bay Financial Services

eaglebay.financial
  • Founded in 2002
  • Location: Vancouver, British Columbia
  • Annual Revenue: $5.9M
  • Employees: 10
  • Eagle Bay Financial Services mission is to support the health, wellness and balance of Indigenous communities, organizations and individuals by providing the best possible employee benefit and retirement products available in the Canadian marketplace....

Secure Benefits

securebenefits.ca
  • Founded in 1993
  • Location: Orangeville, Ontario
  • Annual Revenue: $5.0M
  • Employees: 11
  • Secure Benefits is a company that specializes in providing benefit plans for individuals and businesses. They work with their clients to find the best insurance options that fit within their budget. They also offer additional options to cover non-tradi...

Eagle Ridge Financial Services

eagleridgefsl.com
  • Location: Mississauga, Ontario
  • Annual Revenue: $1.7M
  • Employees: 6
  • Eagle Ridge Financial Services Ltd provides financial services to individuals, families, and small to large sized businesses. We value building meaningful, life long relationships with our clients and their families, providing them with unique financia...

DENT Benefits Consulting

dentbenefits.ca
  • Location: Surrey, British Columbia
  • Annual Revenue: $4.2M
  • Employees: 9
  • DENT Benefits Consulting Ltd. offers comprehensive group benefit plans and other insurance products to business and individuals across western Canada.

Buss Financial Group

bussfinancial.ca
  • Founded in 1985
  • Location: London, Ontario
  • Annual Revenue: $1.3M
  • Employees: 8
  • Financial planning is the cornerstone of everything we do with individuals and businesses. We also offer group benefits and group savings plans. Over the past 30 years, weve been working closely with businesses to create and support the administration...

Phemister Insurance & Financial Services

phemisterfinancial.com
  • Location: Surrey, BC
  • Annual Revenue: $1.1M
  • Employees: 4

Key Information

  • SIC: 6411; 641
  • NAICS: 524; 5242
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Integrated Financial Services.

See similar companies

Frequently Asked Questions

Where is Integrated Financial Services located?

Integrated Financial Services's headquarters are located at Ste #2 4914 - 55 St  Red Deer, Alberta  T4N 2J4.


What is Integrated Financial Services's official website?

Integrated Financial Services's official website is integratedfinancial.ca


What is Integrated Financial Services's revenue?

Integrated Financial Services's annual revenue is $5.7 M.


What is Integrated Financial Services's SIC code?

Integrated Financial Services's SIC: 6411; 641


What is Integrated Financial Services's NAICS code?

Integrated Financial Services's NAICS: 524; 5242.


How many employees does Integrated Financial Services's have?

Integrated Financial Services has 10 employees

Next step

Visitors review