Planning for your financial future shouldn’t be overwhelming. That’s why in Part TWO of our Journey into Financial Planning webinar series, Doug Carroll is here to give you the tools and knowledge you need. From spending strategies to setting up a savings routine, this session is packed with tips you can use right away
Date: Wednesday, June 4th, 2025 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!
Wednesday, June 4th @ 12pm – Register Here
Wednesday, June 4th @ 3pm – Register Here
About the presenter
In PART ONE of our series, Doug will share the process of organizing your financial plan and preparing for the different phases of life. Don’t miss this opportunity to set a solid foundation for your financial future.
Date: Wednesday, March 12, 2025 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!
Webinar Recording
Password: +mke9N7V
About the presenter
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
A third party is an individual or entity, other than the account holder or those authorized to give instructions about the account, who directs what happens with the account. For example, if an account were opened in one individual’s name for deposits that are directed by someone else, the other person or entity would be a third party.
