Your one-stop-shop for all your business planning needs.
Our experts are here for you as you build, plan, acquire, and transition your business. Questions about your business or need advice? Meet with one of our advisors and get started with your Integris Business Account today.
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Buy-Sell Funding
Whether you own a business, are in a partnership, or have a joint interest, a business plan for the future is essential.
If you suffer a loss of life or sustain a prolonged disability, then the life of your company will be left hanging in the balance. A buy-sell funding agreement will allow your business to be dealt with in the way that you want as set out in the agreement.
Buy-sell funding and partnership agreements help with:
Key Person Insurance
Do you have a key employee that, if lost, would greatly impact your business?
Protect your business with key person insurance. It is a policy that you never want to use, but something you won’t want to be without if your business suffers a potential loss.
Key person insurance can help you manage the costs associated with:
Succession Planning
Plan for the future of your business with succession planning. A succession plan will ensure that your business continues on the way you see fit. Having a plan set up before you retire can save you time and stress from planning at the last moment.
Who will run your business when you retire? Consider the many options with a succession plan:
Office Overhead Expense
Office overhead expense (OOE) is just one way to protect your business and keep it running if you suffer from an accident or illness. As a business owner, if you are unable to work due to a disability, OOE, can help.
How office overhead expense can provide security:


Group Pensions & Benefits
Our experts can show you all your options to provide even greater benefit to your employees.

Read Our Blog

Banking System Update Notification
We are planning on updating our banking system – subject to board/Executive leadership approval in early April – from April 17 – 21, 2025. Read our blog for full details.

Tutorial: International Transfers for Business
Check out this quick tutorial on how you can access and utilize international transfers for your business!

Navigating the CEBA Forgiveness Deadline: Act Now for Financial Peace of Mind
Discover financial resilience with Integris expert guidance on navigating the Canada Emergency Business Account (CEBA) forgiveness deadline.