Free AVISO EXPERTS webinar: Journey into financial planning (Part 1)

Planning for your future? Join us for a 60-minute webinar with tax expert Doug Carroll. In PART ONE of our series, Doug will share the process of organizing your financial plan and preparing for the different phases of life. Don't miss this opportunity to set a solid foundation for your financial future.

There are two sessions available:

Wednesday March 12, 2025 @ 10 AM
Register Here

Wednesday September 11, 2024 @ 1 PM
Register Here

About the presenter - Doug Carroll

• Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada.
• He previously ran an estate planning law practice, and was an advanced case consultant with a life insurer and a mutual fund provider.
• Doug also holds a business degree and a Master of Law specializing in Tax, and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
• He's been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.

Can't make the webinar, but want to learn more?
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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth Inc. ('Aviso) is a wholly owned subsidiary of Aviso Wealth LP,  which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.