Financial Planning

Investment Services

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

Financial advice to simplify your life

Our financial advisors are available to assist in planning and meeting your financial goals. They are highly trained and knowledgeable and will work with you to meet your unique needs through a balanced and diversified approach to investing.

Segregated Funds

Segregated funds have all the features that have made mutual funds one of the most popular forms of investment for Canadians. In addition, they offer the safety features that in the past were found only in the insurance industry. With segregated funds, you can take control of risk and still build the assets necessary to meet your future financial requirements.

Mutual Funds

Funds include:

  • Investco Trimark
  • AGF
  • Dynamic Funds
  • Fidelity Investments
  • Ethical Funds®
  • Franklin Templeton
  • Mackenzie
  • and others.

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

. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently, and past performance may not be repeated.

Stocks, Bonds and other Investments

One of the widest ranges of investment options in the industry is available to you through Qtrade Advisor.

  • Managed money solutions
  • Publicly traded stocks on all Canadian and U.S. exchanges
  • Government and corporate bonds
  • Preferred shares

Speak with a Financial Planning Representative today or book an appointment for all your investment needs.

Qtrade Advisor

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