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.
*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:
Step 1
Clarify your current situation.
Step 2
Identify personal goals and objectives.
Step 3
Identify financial problems and opportunities.
Step 4
Review recommendations and alternatives.
Step 5
Implement your plan.
Step 6
Review and revise annually or when major changes occur.
Savings, Investing, & Registered Plans
Plan for the future with an advisor.
Pensions & Retirement Planning
Plan for your retirement with an advisor.
Life & Critical Illness Insurance
Discover your options.
Read Our Blog
Merger Moving Forward
Integris and Coastal Community Credit Unions are moving forward with next stage in proposed merger
Aviso Expert Webinar: Journey into financial planning – Part TWO: Managing money-me
This year’s Aviso Experts Webinar Series continues with Part TWO of a three-part Journey into Financial Planning. Part TWO dives into the hands-on numeracy skills and practical steps you’ll need to put that knowledge into practice.
Aviso Expert Webinar: Journey into Financial Planning, part 1
This year’s Aviso Experts Webinar Series is a three-part Journey into Financial Planning, wrapping up with our popular session on Year-end Tax Tips to help guests put their plans into action.