Planning & Benefits

Succession Planning

Integris Financial Planning Services Ltd. is a wholly-owned subsidiary of Integris Credit Union.

What Is The Definition Of A Legacy?

definition-of-a-legacy

It’s not just the money, the property, or the family name/company that you leave behind, it’s how you leave it behind. A legacy is a memory of the greatness you have achieved in life and what you have to show for it after you leave – your business is your legacy.

Having a plan for your legacy is one step to ensure that it will continue on in its success. At Integris, we value your business and we want to make sure we are giving you all the resources you need to ensure its success.

What Is Succession Planning?

Succession planning is simply put – planning for the future of your business.

Who will run your business when you retire?

Consider the many options:

  • A child could take over the family business,
  • A partner that is fully trained and qualified could take over the business,
  • The business could be sold to a third party.

Retirement is probably something you’ve been looking forward to for a long time. Having a plan set up before you retire can save you time and stress from having to arrange a plan at the last moment.

Our Financial Planning Representatives can help you discover the many options available to you. They can help you with an exit strategy, contingency planning and more.

For more information on Succession Planning, please visit:
http://www.canadabusiness.ca/eng/page/2819/#toc-_when_do_you_start_planning_and_how_

If you are ready to speak with a Financial Planning Representative book an appointment today.

Integris Financial Planning Services Ltd. is a wholly-owned subsidiary of Integris Credit Union.