Advice & Planning
Actualize your short, medium, and long-term financial goals with the help of an expert.
Choose a Service
Manage Your Money
Manage your money with Integris Wealth Management Services. Includes but not limited to:
Estate Planning
Planning an estate is challenging, but our Financial Advisors can ‘uncomplicate’ the process.
Here’s how an estate plan can help:
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.
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:
Read Our Blog
Aviso Expert Webinar: FHSA – First Home Savings Account
Join tax expert Doug Carroll on March 20, for a 60-minute session where he will provide valuable tips to help you confidently navigate through your financial journey towards homeownership.
Maximize Your RESP Contributions Before Year End!
Saving for your child’s post-secondary education can be challenging, but a Registered Education Savings Plan can help. Learn more about maximizing your contributions, and take advantage of government grants before the year ends.
Optimize your investments ASAP
Qtrade is making it easier than ever to kickstart your investment journey. Get started. Open a new Qtrade account and boost your investment portfolio today!