Investing & Registered Plans

Save for the future with a plan that’s made for you. When and how you retire doesn’t have to be a question mark. With advice and planning, you can retire when and where you want. Learn more about your options and speak with an advisor.

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Investment Services

Meet your financial goals with the advice of an industry expert. Choose from a variety of products such as:

Similar to a mutual fund, an exchange-traded fund (ETF) is a type of pooled investment security that functions like a basket of assets. An ETF basket can includes indexes, sectors, commodities, or other assets such as pooled cryptocurrencies (ie. Ethereum, Bitcoin, etc.). ETFs are purchased or sold on a stock exchange similar to stocks. To learn more about ETFs or explore more options for your investment portfolio, speak with Aviso Wealth.

Fee-Based Options: We are pleased to offer through our broker partner Aviso Wealth, fee-based options for investors, which include active portfolio management and regular account maintenance, along with retirement and estate planning. Our fee-based programs provide access to portfolio models, specialty funds and enhanced research options, along with comprehensive reporting on accounts.

Discretionary Management: Discretionary management solutions combine the advantages of a fee-based advisory relationship with the freedom of discretionary management. Investors benefit from access to comprehensive and competitive pooled investment solutions managed by premier investment managers.

Managed Accounts: Our broker partner Aviso Wealth, also provides fee-based investment solutions for high net worth clients and families, endowments, foundations, and corporations with access to the expertise of top-tier, pension-class investment managers.

Speak with Aviso Wealth about our fee-based offerings.

Mutual funds are offered through Aviso Wealth, a division of Aviso Financial Inc., Member of the Canadian Investor Protection Fund. Such funds include:

Dynamic Funds
NEI Investments
Mackenzie Investments
CI Investments
Fidelity Investments
Desjardins Fund
Manulife Investments
BMO Mutual Funds
Invesco
And Others

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. Speak with an Investment Advisor today to learn more about your investment options.

All the popular features of a mutual fund with safety features that allow you to take control of the risk and still build assets necessary for your future financial requirements. Speak with an Investment Advisor today to learn more about your investment options.

One of the widest ranges of investment options in the industry available through Aviso Wealth. Options include:

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

Speak with an Investment Advisor today to learn more about your investment options.

Registered Products

Save for education, retirement, disability, and more with our registered plans. Registered products can be acquired from Integris Credit Union or Integris Financial Planning Services Ltd.

Most registered products require individuals to be a Canadian Citizen, have a social insurance number, while others are age restricted and require an eligible disability.

First Home Savings Account (FHSA)

A First Home Savings Account (FHSA) combines the benefits of an RRSP and a TSFA, save up to $8,000 a year towards the purchase of your first home, tax-free and tax-deductible!

Tax-Free Savings Account (TFSA)

A Tax-Free Savings Account (TFSA), probably the most popular of all the plans, will allow you to save for the future – car, vacation, house, or general savings – all with a tax-free benefit.

Registered Disability Savings Plan (RDSP)

A Registered Disability Savings Plan (RDSP) can assist a person with a disability save for the future. There are plenty of grants and bonds available to assist with long-term savings goals.

Registered Retirement Savings Plan (RRSP)

A Registered Retirement Savings Plan (RRSP) can help you save for your retirement while giving you a tax-deferred benefit.

Registered Education Savings Plan (RESP)

A Registered Education Savings Plan (RESP) can help you save for school and also provide additional funding through government grants.

Need something else?

Follow the link below to see our additional registered products!

additional registered products

Mutual fund products and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc., Member CIRO and Canadian Investor Protection Fund. OnPoint Fee-Based Accounts are offered by Aviso Financial Inc. OnPoint Managed Portfolios are distributed by Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated.