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:
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!
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.
Advice & Planning
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Life & Living Benefits
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In Trust Accounts
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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.
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