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Upcoming Webinars

Aviso Webinar Part 1 (Landing Page)

Protect Your Wealth, Secure Your Future

Join us for Part ONE of the Wealth Evolution webinar series and learn how to build a strong financial defence.

In personal finance, just like in sports, a good defence is crucial for a great offence. When you have reliable support protecting your wealth, you can pursue your financial goals with confidence.

Part ONE of our Wealth Evolution series, Wealth Protection, focuses on establishing full-circle family finance supported by insurance. Led by Doug Carroll, resident tax & estate expert with Aviso Wealth Inc., this session will guide you through the essentials of balancing wealth building with dependable wealth protection.

Learn about:

  • The connection between your income and long-term wealth.
  • The risks that can impact your earning capacity.
  • How to protect your family from financial disruption due to disability, critical illness, or death.
  • The role insurance plays in ensuring your financial intentions are fulfilled.

Don’t miss this opportunity to lay a secure foundation for your financial future. Register for this free webinar today!

Webinar Date: Wednesday March 4th, 2026
12pm Registration: Click here
3pm Registration: Click here


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.

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
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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.

  • A secondary piece of identification from the primary list above
  • Canadian Birth Certificate
  • Credit Card bearing the name and signature of the individual which has issued by a well-known and reputable Canadian financial institution
  • A CNIB (Canadian Institute for the Blind) client card bearing the individual’s photo and signature
  • Provincial Outdoors Card
  • Canadian University or College Student Card with photo (for student identification only)
  • An employee identification card (with photo) issued by an employer that is well known in the community (i.e. KGH, DND, Queens University, Corrections Canada, etc.)
  • Foreign passport
  • Ontario Driver’s License
  • Ontario Photo Identification Card
  • Canadian Passport
  • Permanent Canadian Resident Card
  • Canadian Citizenship Card (issued prior to 2012)
  • Secure Certificate of Indian Status issued by the Government of Canada
  • The DND (Department of National Defense) 404 driver’s license
  • Nexus Card issued by Canada Border Services Agency
  • Foreign Passport (only if it is equivalent to a Canadian issued photo identification document)