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Your estate planning checklist: Wills, power of attorney & more

May 2025

Wealth Wednesday

Thinking about your future and how to best protect your wishes? Join Yvonne Delry, Investment Specialist at FirstOntario Credit Union and Aviso Wealth, on Wealth Wednesday as she provides an overview of essential estate planning. She’ll cover key areas like creating or revisiting your will, understanding the different types of power of attorney, and the importance of choosing your executor wisely.

Ready to grow your wealth?

Our Wealth Connect team is ready to listen, answer your questions, and get you off to a great
start with FirstOntario Investments. Take the first step toward your financial goals today.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. This content is provided for informational and educational purposes only, is subject to change without notice, and should not be considered financial, tax, legal, investment, or any other form of professional advice. Nothing presented constitutes a recommendation, solicitation, endorsement, or offer to buy or sell any mutual funds by Aviso Wealth, or any other products or services by FirstOntario Credit Union. The views expressed are those of the contributors and do not necessarily reflect those of Aviso Wealth. You assume all risks associated with the use of this content, including, without limitation, any reliance on its accuracy, completeness, or usefulness. Links to third-party websites may be included for convenience; neither Aviso Wealth nor FirstOntario Credit Union endorses or is responsible for the content of these external sites.