Integrated Wealth Planning
Approachable Advice. Meaningful Strategy.
Integrated Wealth Planning delivers thoughtful, disciplined advice tailored to your specific needs.
We aim to simplify complexity and bring clarity to personal, family and business decisions.
Closely aligned with TD's strengths, we strive to deliver a remarkably different client experience.
Our Story
At Integrated Wealth Planning, our work is grounded in a simple but powerful belief: that financial advice should be deeply personal, thoughtfully integrated, and centered on what matters most to each client and their family.
Our story began in 2008, when Alex Martin and Laura Tutte came together with a shared vision: to build a different kind of advisory practice. One rooted in trust, care, and meaningful conversations. From the outset, they believed that investment-led discussions alone were not enough. Clients needed guidance through complex, often emotional decisions across family, business, and legacy.
Alex’s strategic perspective paired with Laura’s ability to connect and guide thoughtful conversations, created a team that balances clarity with empathy. Together, they have built a practice designed to support the real complexities that clients face.
Today, that vision extends through a dedicated team that shares the same values and commitment to excellence. We believe that meaningful advice is delivered through strong relationships, disciplined thinking, and a deep understanding of each client’s priorities.
At our core, we are a relationship-driven advisory practice committed to bringing clarity to complexity and helping clients make confident decisions over the long term.
