Finance Monthly - Women In Finance Awards 2022

18 in the power of family, discipline, entrepreneurship, and the drive to excel. Under the leadership of its founding principals (Laura Tutte and Alex Martin), the team is driven to experience pride in their work and the rewards that come from building strong, advice-centric relationships, undaunted by challenge or complexity. Integrated Wealth Planning focuses on six key principles for developing tailor-made strategies for each client: understand, guide, build, innovate, reassess, and extrapolate. Utilizing these key principles, the team works directly with every client to help determine the right strategy for each family’s needs. Understand We get to know our clients, their families, and their businesses. We aren’t shy about having difficult conversations that move us forward in our understanding of their circumstances and objectives. A deep dive into each client’s life, company, wealth structure, and attitudes toward risk helps the Integrated Wealth Planning team to gain a deeper understanding of each client. The team is experienced in navigating the tough discussions that address individual vulnerabilities without judgement. The use of behavioral finance tools helps them to gain a better understanding of clients’ wealth personality traits and identify financial blind spots. Guide We advise our clients on our integrated strategy and collaborate with each family on our plan to bring it to life based on their specific needs. The recommendations, strategies and actions offered are based upon the priorities and objectives of each individual family. Client needs are addressed with integrated strategies that contemplate everything from short-term cash flow needs, tax considerations, insurance strategies and retirement plans to long-standing generational and philanthropic wishes. The Integrated Wealth Planning team helps to provide an environment in which clients can think very clearly and fearlessly about what is important today and in the future from day-to-day needs all the way to big, lofty goals. Build Our clients dream the destination. We build a roadmap to lead them through all eventualities so that they can lead their lives and businesses confidently. The Integrated Wealth Planning team works inclusively on a family-oriented wealth plan aligned with client needs and addressing the family’s prime concerns first. They follow a disciplined process and draw upon outsourced expertise as necessary to deliver uncompromising portfolio recommendations, consistent problem-solving and exceptionally precise execution, and follow-up. Drawing from the best TD has to offer and other world-class resources, the Team performs significant due diligence to source what they believe to be the best-in-class research and money managers. Portfolios are diversified across asset classes on a strategic, multi-variant basis and are meticulously monitored to help guard against undue risks. They believe that clients see the value of this approach most clearly during market downturns because of the emphasis on protecting client interests in all environments. C A N A D A Wealth Investment Adviser of the Year “It’s more than what we do, it’s who we are.”

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