Financial Planning

Advice & Planning

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

What is the perfect financial planner?

financial-planner

At Integris, we believe the perfect financial planner is the expert with whom you build that trusting relationship that will help you identify and realise your short, medium and long-term financial planning objectives.

Our Financial Planning Representative’s each have a very high degree of financial planning and insurance education. Further, our Representatives have a unique remuneration system that guarantees unbiased advice on financial products. To put it another way, our planners are paid on volume as opposed to commission on specific products.  

Additionally, our planners provide unparalleled service, not only to their members but to the communities in which they live, work, and play. You don’t have to be a member of the Credit Union to have a relationship with an Integris Financial Planning Representative.

The Financial Planning Process encompasses the following six steps: 

  1. Clarification of present situation,
  2. Identification of financial and personal goals and objectives,
  3. Identify financial problems and opportunities,
  4. Written recommendations with alternatives,
  5. Implementation and,
  6. Review and revise. 

This process can be comprehensive in nature or focused on a single need.

Visit one of our offices, or book an appointment today!

Qtrade Advisor

Securities are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.