Enhance your wealth knowledge
Learn more about building and protecting your wealth through expert‑led webinars presented by Aviso Wealth.
Grow your wealth: Tax-driven investment strategies
Join us on June 3 for part two of the Wealth Evolution webinar series where we explore how to complement your traditional investments using unique insurance features.
Insurance is more than just a safety net for your family. It also provides powerful ways to build and expand your wealth. We are excited to welcome Doug Carroll, resident tax expert at Aviso Wealth Inc., for the second session of our Wealth Evolution series. Doug will show you how to shift your focus from simply protecting your money to actively growing it. You will learn practical strategies for tax-sheltered investment growth and discover smart ways to set up tax-deferred intergenerational wealth transfers.
Learn about:
- How to achieve tax-sheltered investment growth using insurance structures.
- Smart strategies for tax-deferred intergenerational wealth transfers.
- Ways to secure lifelong income and gain market exposure using insurer guarantees.
Whether you want to maximize your current savings or plan a smooth transfer of assets to the next generation, this session provides the clear, actionable insights you need to keep your financial future on track.
Register to attend
Wednesday, June 3 at 12 p.m. ET
Wednesday, June 3 at 3 p.m. ET
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 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. For over 25 years, he has been supporting financial advisors with written articles, individual case consultations, and educational webcasts.
Join free webinars about wealth
As part of FirstOntario’s commitment to financial literacy and partnership with Aviso Wealth, we’re excited to bring you a line-up of complimentary educational webinar sessions.
Watch for new sessions
A registration link appears on this page and our home page approximately three weeks before each session.
Two times to choose from
Every webinar runs twice on session day — at noon and at 3 p.m. — so you can pick the time that fits your schedule.
Follow up with an advisor
After any session, our advisors are ready to help you explore the topics further and build a plan tailored to your goals.
Upcoming webinars in 2026
Mark your calendar for these upcoming sessions. Registration links will be posted here approximately three weeks before each date.
- Wednesday, October 7: Wealth Transfer (Part III of our Wealth Evolution Series)
Options for sharing in life, at death, and beyond. - Wednesday, December 2: Year-End Tax Tips – 26 in 2026
Timely tactics to trim your tax exposure.
Previous webinars
Missed a session? Here’s a summary of what was covered and how to explore those topics further with an advisor.
March 4, 2026 — Wealth Protection (Part I of our Wealth Evolution Series)
This session focused on full-circle family finance supported by insurance. Forward-focused wealth building should be balanced and backed by reliable wealth protection. This webinar explored the connections between earning income, achieving family security, and sustaining your wealth. Damage that can occur if those connections are broken due to disability, critical illness, or death were examined. Attendees learned how insurance can re-establish those connections to ensure your financial planning goals are met.