As we approach the summer holidays, we look forward to spending quality time at the cottage or cabin with family. For many of us, the family cottage or cabin represents much more than a vacation home: it’s a sacred place filled with cherished memories.
A word to the wise: this strong emotional attachment we feel towards the family cottage or cabin can translate into challenging circumstances if we do not properly plan for its succession.
Join us for a 45-minute webinar where Aviso Wealth Inc. Tax & Estate Specialist, Doug Carroll, looks at interpersonal, tax and legal challenges related to cottage and cabin succession. Doug will also offer some insurance options with the goal of helping protect family wealth and preserving family harmony.
We are proud to host this special event in partnership with Aviso Wealth.
Sign up for the webinar that fits your schedule!
You will receive a recording if you are unable to attend.
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’s 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.
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: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.