Webinar

Get the most out of your financial planning!

Join us for the final webinar in our series to explore the tools that help you achieve your goals. Part Three of our Journey into Financial Planning webinar series focuses on the practical tools needed to reach your targets. Doug Carroll will walk you through tax-assisted plans like RPPs, RRSPs, FHSAs, TFSAs, RESPs, and RDSPs, analyzing their comparative features and how to coordinate between them to enhance your financial strategy.

Don’t miss this opportunity to complete your financial planning knowledge with practical, actionable advice.

About the presenter

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 has 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.

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, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.