Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.
Glen entered the insurance and investment business in October 1984 as a career agent. Within two years, along with his wife Valerie, he formed Integrated Financial Services Inc. and became an independent financial advisor with Manulife Wealth Inc. . Integrated now has 14 Licensed associated advisors.
Over the years in the business Glen earned his CLU (Chartered Life Underwriter) designation along with many industry awards for excellence in his field. He works very hard to stay up-to-date on current tax issues and changes relevant to the insurance and investment field. Glen is constantly attending educational forums to keep his knowledge level current so that he can do the very best job for his clients. Glen specializes in helping successful individuals and small business owners achieve their wealth accumulation and preservation objectives.
Glen has been married to the love of his life, Valerie for 37 years and they have three grown adult children; Paul, Pamela and Shaylea. Glen enjoys fast cars, cycling, working out, fine wine and traveling the world with Valerie. Glen is actively involved in the Red Deer community through volunteering with the Red Deer Royals Marching and Showband as well as supporting the Arts community with Red Deer College. Glen currently serves as President of the Red Deer Royals Alumni Association.
Chartered Life Underwriter (CLU)
Financial Advisors Association of Canada (ADVOCIS)
The Canadian Institute of Financial Planning (CIFP)
Phone: 403-346-3600 Ext 303
Paul began his career in the financial services industry in late 2017. Having the desire to assist clients in every situation, Paul completed all of his licensing in less than a year to enable him to properly service his future clients. He comes to the advisory role with a strong desire to help people and connect with them on a personal level beyond simply rate of return.
Paul’s desire to work with others comes from providing the tools that enables them look forward to living a financially secure and healthy life. Paul’s emphasis on education helps create a vision as to how insurance and investments can work together to grow, protect, and preserve clients goals and lifestyle they see for themselves. It’s a process that focuses on developing a deep relationship with each client as Paul is in this for the long haul and commits each client he brings on to the process.
Paul’s immediate background comes from sales leadership in the telecommunications industry. He has also held many technical service and support roles, but he first learned how to work with people through his love of music. Paul graduated from Paul McCartney’s School of Music in Liverpool, England and has performed with a variety of musician’s in professional settings throughout his adult life. Paul derives satisfaction from working with others towards a common goal through collaboration. It is this connection that he seeks to find with each and every client he works with, helping them achieve their goals.
Financial Advisors Association of Canada (ADVOCIS)
The Canadian Institute of Financial Planning (CIFP)
Phone: 403-346-3600 Ext. 346
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Leanne has been working with Glen for over 35 years. She started her career with Manulife Wealth Inc. and has since been employed by Integrated Financial Services Inc. in various capacities. At present, Leanne is responsible for all the day-to-day operations and client servicing within the Integrated Financial office.
Leanne graduated from Red Deer College with a Business Administration Diploma and has continued her education through several industry specific courses over the years, earning both a FLMI and ACS designation. These insurance and customer service based designations, along with her years of experience, have given her an exceptional level of knowledge that she uses to help each client at Integrated Financial. Leanne thrives on the customer service areas of the business and especially enjoys dealing with the clients in Glen’s business, knowing she is helping them to achieve their financial goals.
Leanne has two sons, one living and working in Edmonton and the other recently relocated to Houston Texas. She enjoys the lake in the summer and spending as much time as possible with her three grandchildren.
Phone: 403-346-3600 Ext 302
The Fellow, Life Management Institute
The Canadian Institute of Financial Planning (CIFP)
Debbie started working with Integrated Financial Services in the spring of 1994 when her son was just a youngster. As he got older and started school Debbie’s hours increased until she was a full time employee.
Debbie’s organizational skills and attention to detail are helpful in her role as the electronic trade and new business processing specialist, but she especially enjoys getting to know our clients and dealing with them one on one.
Debbie was born and raised in Red Deer; her son is now grown up and attending U of A. She is an animal lover of all kinds and is happiest when spending time at home, being a Mom and spoiling her pooch.
Phone: 403-346-3600 Ext 307