Our team is committed to delivering thoughtful, integrated advice grounded in a disciplined and client-first approach. We take pride in building meaningful, long-term relationships and take the time to understand what matters most to each client and provide clear, actionable guidance through every stage.
We believe exceptional outcomes are driven by collaboration, attention to detail, and a deep respect for the complexity of our clients’ lives. Together, we work seamlessly to provide a consistent, high-quality experience by combining technical expertise with a personal, approachable style.
Laura Tutte, Senior Investment Advisor
Laura Tutte is a founding principal of Integrated Wealth Planning. Combining strategic leadership with hands-on client care, Laura co-manages over $1 billion in assets and advises on complex wealth and investment decisions through a values-based planning approach.
With more than 22 years at TD, including 18 years working in private wealth management, Laura brings deep expertise, thoughtful guidance, and a commitment to helping clients feel confident in their financial decisions. She holds the CFP® designation with advanced investment and behavioral finance credentials, she supports clients not only in navigating complex financial decisions, but also in managing the emotional and psychological aspects that come with them, particularly during times of uncertainty.
Laura is passionate about building long-term, trusted relationships and making wealth management more approachable. She places a strong emphasis on financial literacy across generations, working closely with clients and their families to support confident decision-making, financial independence, and thoughtful stewardship of wealth.
Laura is also deeply committed to mentorship and advancing opportunities for women, both as clients and as professionals. She plays an active role in TD Wealth initiatives, and currently serves as Co-Chair of TD's Private Investment Advice Priority Council. She is regularly invited to share her perspective through panels and speaking engagements.
Beyond her professional work, Laura is an engaged member of her community, supporting organizations focused on empowerment and education.
Laura lives in Burlington Ontario with her husband, and most weekends can be found in the kitchen preparing elaborate meals for friends and family.
Alex Martin, Senior Portfolio Manager & Senior Investment Advisor
Alex Martin is a founding principal of Integrated Wealth Planning. With more than 35 years of experience in financial services, Alex brings a strategic mindset and thoughtful approach to wealth planning. He works closely with individuals, families, and business owners to simplify complexity, helping clients make confident decisions and turn long-term goals into actionable plans.
Drawing on a background shaped by entrepreneurship and family business, Alex brings a strong sense of accountability, discipline, and practical problem-solving to his work. Having grown up in a family business in Newfoundland, he developed an early appreciation for the unique opportunities and challenges faced by business owners and multi-generational families—an experience that continues to inform his advice today.
Alex's professional credentials reflect his commitment to delivering comprehensive wealth planning advice. He holds the following designations: Family Enterprise Advisor (FEA), Registered Trust and Estate Practitioner (TEP), Personal Financial Planner (PFP®), and Chartered Investment Manager (CIM®). He also holds an MBA from Memorial University of Newfoundland. Combined with his experience in global private banking, these qualifications give Alex a broad perspective on the interconnected financial, family, and business issues that often accompany significant wealth.
Passionate about helping clients see the bigger picture, Alex enjoys serving as an objective sounding board for important decisions. He is particularly energized by working through complex situations, identifying opportunities, and creating clear strategies that bring structure and confidence to an often-complicated financial landscape.
Beyond his professional work, Alex is actively involved in the Burlington community and is a proud supporter of the Burlington Performing Arts Centre, reflecting his belief in the importance of investing in vibrant, connected communities. He lives in Burlington, Ontario with his wife, Connie. Together, they are active curlers and occasional golfers at Burlington Golf & Country Club, and enjoy spending time with friends, family, and their community.
Steven Wilken, CFA, CFP®, FCSI®
Associate Investment Advisor
Corrin Conner, CIM®
Client Relationship Associate
Michael Pusaka, PFP®
Client Relationship Associate
Matthew Macklin, CFP®, CIM®
Client Service Associate
Mary Tawfik
Client Service Associate
