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Meet the Team

Financial independence is not something that just happens,
you have to create it.


However, unless you’re trained in finance, creating financial independence can be a difficult and an ultimately unsuccessful endeavor. A financial advisor with the proper training and credentials can be the lighthouse that you follow on your journey of creating and preserving your wealth. At Integral Financial Services Inc. the advisors have decades of experience. They have witnessed rampant inflation with 20 percent interest rates, and both bull and bear markets. This training allows them to advise you on how to reach your goals under any market conditions.

We also understand that each client is unique, and has a set of personal goals that they need to achieve to have financial peace of mind.


This is why our advisors are certified to offer you services ranging from living benefits, life insurance, employee benefits, estate and retirement planning, and debt protection. We can help you secure your and your loved one’s futures, whether that means protecting your business, planning for your children’s education, or investing and preserving your capital.  In the event of an unplanned circumstance, we can get you the personal and business protection that you need, whether you’re safeguarding against disability, critical illness, death, a fluctuating and unpredictable market, or a combination of several. 


Carla Zanotto, BA, CFP, RHU, CSA Photo
Read Bio

Carla Zanotto, BA, CFP, RHU, CSA

Insurance Specialist

Carla has been in the insurance industry since 1998. She excels in crafting comprehensive insurance plans tailored to individual needs. She also specializes in helping clients protect their income through Disability Insurance—a vital, yet often overlooked aspect of insurance planning. Carla’s unique strength lies in simplifying complex insurance products, making her a trusted advisor for both business owners and families.

Carla lives in Cloverdale with her husband and 2 boys and can often be found walking in the neighbourhood with her dogs or at the soccer field cheering the boys on.

Susanne Bulmer

Administration

Born in Edmonton, Alberta, Susanne moved to beautiful BC about 10 years ago.  She has over 35 years experience in the insurance industry. She joined Integral Financial in 2024, assuming the role of Administrative Manager with enthusiasm and dedication.

In her capacity as Administrative Manager, Susanne is committed to maintaining the high quality of service that clients have come to associate with Integral Financial. Whether addressing general inquiries or ensuring seamless operations, Susanne is a reliable point of contact.

Beyond her professional pursuits, Susanne enjoys sitting on her deck; watching the hummingbirds and deer among the serene surroundings of the Okanagan Lake.  Susanne's warmth and dedication extend from her professional role to her personal interests, creating a well-rounded individual who brings passion and commitment to every facet of her life.

admin@integral-financial.com

604-542-3660 ext. 1

Call 1-604-542-3660