Advice & Planning

Actualize your short, medium, and long-term financial goals with the help of an expert.

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Manage Your Money

Manage your money with Integris Wealth Management Services. Includes but not limited to:

  • Investments – managed and self-directed*
  • Savings strategies
  • Tax avoidance and efficiency
  • In-Trust Accounts
  • Debt management
  • Insurance – Life, Critical Illness, Disability, Long Term Care, etc.
  • Estate Planning

Estate Planning

Planning an estate is challenging, but our Financial Advisors can ‘uncomplicate’ the process.

Here’s how an estate plan can help:

  • Gives your family peace of mind that everything is taken care of when you pass
  • Ensures all your wishes are fulfilled
  • Simplifies the estate planning process
  • Highlights any tax requirements and consequences
  • Helps shorten the time for which an heir receives an inheritance – they can also help you prolong this period, if that is what you wish

In-Trust Accounts

An in-trust account is a way for a person to transfer a gift (money or property) to a beneficiary. This money is held by a third party until the individual meets the requirements to accept the gift.

Trust accounts can serve as an investment opportunity for your child’s future, your will, or tax benefits.

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Steps you will take when you meet with a financial advisor

A Financial Advisor can help you realize what you want out of life, and help you manage your taxes on a limited income.

Working with a financial advisor you could:

  • Save money for future goals and retirement
  • Plan your estate to leave something behind for your family
  • Learn tips for budgeting to live you the lifestyle you desire
  • Help you with all your investment needs

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Step 1

Clarify your current situation.

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Step 2

Identify personal goals and objectives.

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Step 3

Identify financial problems and opportunities.

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Step 4

Review recommendations and alternatives.

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Step 5

Implement your plan.

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Step 6

Review and revise annually or when major changes occur.

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Savings, Investing, & Registered Plans

Plan for the future with an advisor.

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Pensions & Retirement Planning

Plan for your retirement with an advisor.

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Life & Critical Illness Insurance

Discover your options.

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