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MemberFirst Webinar Series

 

Previous Webinars

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.

 
 

RRSPs and TFSAs: What you need to know

February 16, 2022

This informative session is designed to increase your understanding and your savings too! Investment Specialist, Yvonne Delry, discusses the features of an RRSP and a TFSA and explores their importance and what to consider when planning to save.

Michael Butler, Vice President, Wealth Management, also introduces an exciting new resource called FirstOntario Wealth Connect. You’ll learn how to benefit from this dedicated team, readily available through phone or online video meetings, offering access to a full suite of wealth services.

Watch on YouTube ❐

 
 

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.

2020 year-end tax tips

Watch on YouTube ❐

 
 

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.

View Executor of an Estate Article

View Executor Checklist

Watch on YouTube ❐

 

View more recordings of our MemberFirst Webinar Series on YouTube

Learn more about the topics explored in previous webinars.

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