If you’re looking to boost your tax savings as year-end approaches, join us for a 60-minute webinar on November 13 with tax expert Doug Carroll. He’ll share essential year-end tax tips for ‘24, addressing key topics such as savings and retirement, disability needs, and insights for investors and markets.
Wednesday, November 13 {9am PT / 12pm ET}
Wednesday, November 13 {12pm PT / 3pm 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 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.
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
Westoba Financial Solutions Ltd. is a subsidiary of Westoba Credit Union offering financial planning, life insurance and investments.
