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Demystifying Trusts

How to use trusts in estate planning

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.

Join FirstOntario Credit Union's Ejaz Nadeem, Vice President of FirstOntario Investments, along with Doug Carroll, Tax and Estate Specialist from Aviso Wealth Inc., for an informative presentation.

Together, we'll explore how trusts can be used in estate planning and how it could be carefully catered to individual needs.

To submit questions and for more information, please contact us at Investments@FirstOntario.com

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Topic
DEMYSTIFYING TRUSTS: How to use trusts in estate planning

Date
September 30, 2020

Time
12 p.m.

Hosts
Ejaz Nadeem – Vice President, FirstOntario Investments 

Presenters
Doug Carroll BBA JD LLM (Tax) CFP TEP – Tax & Estate Specialist, Aviso Wealth Inc.

FirstOntario Host

​Ejaz Nadeem

​Vice President, FirstOntario Investments

Aviso Presenter

​Doug Carroll ​BBA JD LLM(Tax) CFP TEP

​Tax & Estate Specialist, Aviso Wealth inc.