Integrated Financial Planning Services

Investment Management • Cambridge, Ontario, Canada • 1-10 Employees

Company overview

Headquarters	33 George St N, Cambridge, Ontario N1S 2M9, ca
Website	ifsplanning.ca
NAICS	5231
Employees	1-10

Key Contact at Integrated Financial Planning Services

Barry Swanson

President/CEO

About Integrated Financial Planning Services

I have been with Integrated Financial Services for 20 years. My trust in and respect for their suggestions continues year after year. Tom and Shelley are dedicated to protecting my financial well-being and have developed a portfolio for me, which has weathered the storms of market volatility. They always show intelligence, insight and integrity when making recommendations. I feel very fortunate to be in their very capable hands.

Integrated Financial Planning Services revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Integrated Financial Planning Services has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Integrated Financial Planning Services has never raised funding before.

Frequently asked questions

Integrated Financial Planning Services is located in Cambridge, Ontario, CA.

Integrated Financial Planning Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Integrated Financial Planning Services

Barry Swanson

President/CEO

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