MemberFirst Webinar Series
FirstOntario’s talented staff are dedicated to guiding you along your path to financial success. You’ll experience twists and turns on your way and sometimes your route may not be so clear. Our webinar series is designed to address the subjects that some people may not be so sure about.
If you miss the live version, you can find the recordings here. Hopefully they help you get to where you want to be.
2020 Year-End Tax Tips
November 25, 2020
Year-end is a time when we start thinking about winding down. However, in the field of tax planning, that annual deadline is when we need to take stock, and potentially take action.
We'll look at tax saving opportunities prompted by both time of year and time in your life, to help you keep your finances on track. And of course this year we’re contending with COVID-19, so we’ll take a look at how that could affect your household tax bill.
FirstOntario Credit Union's wealth leader joined Estate Planning specialists from Aviso Wealth for this informative presentation. Together, they explore timely tactics to trim tax exposure.
In addition, we're happy to provide you with this helpful download.
Executor of an Estate: Naming one, being one
November 4, 2020
Choosing an executor can be emotional, while being chosen can be intimidating and possibly overwhelming. Whichever side of that you sit (and for many people it's both), you need to be informed so you can make good choices. FirstOntario Credit Union's wealth leader, joined Estate Planning specialists from Aviso Wealth and Concentra Trust, for this informative presentation. Together, they explore the many variables involved with being and naming an executor.
The event was recorded for those who missed it or who want to watch it again. In addition, we're happy to provide you with some helpful downloads to assist you with naming and being an executor.
DeMystifying Trusts: How to use trusts in Estate Planning
October 1, 2020
The word ‘trust’ is used regularly in our day-to-day language. But when it comes to its legal use in estate planning, ‘trust’ is likely a mystery to some. FirstOntario Credit Union's Ejaz Nadeem, Vice President of FirstOntario Investments, joins Doug Carroll, tax and estate specialist from Aviso Wealth Inc., for an informative presentation.
Together, they explore how trusts can be used in estate planning and how it could be carefully catered to individual needs.
Estate Planning Strategies and What You Need to Know
July 9, 2020
Estate planning is more than simply deciding ‘who gets what’. It gives you a chance to think about who you are, what matters to you, and most importantly, who matters to you.
That means taking care of yourself, both now and in the future - and - taking care of the people closest to you - now, in future, and when you are no longer around. FirstOntario Credit Union’s wealth leaders join Estate Planning specialists from Aviso Wealth and Concentra Trust, for this informative presentation.
Together, they explore how to be successful in the journey from estate planning to estate doing.
COVID-19, Market Conditions and What You Need to Know
May 7, 2020
The COVID-19 pandemic has touched every part of our lives and has challenged all of us to react and adjust to the ever-changing situation.
FirstOntario Credit Union’s business and wealth leaders join NEI Investments, Canada’s leader in responsible investing, for this informative presentation.
You’ll hear about the impact spring 2020 volatility had on the markets and what that may mean for opportunities and challenges ahead, including how responsible investing can help to reduce portfolio volatility and set the stage for success in the post COVID world.
If you have any questions regarding the topics discussed, please feel free to contact us.