Whether you are planning a smooth transfer of assets to the next generation or thinking through your legacy for the first time, this session gives you the clear, practical insights you need to keep your financial future on track.
Over the course of our Wealth Evolution series, we looked at how to protect your wealth in Part ONE and how to grow it in Part TWO. Now, in Part THREE, we turn to the question of transfer: how to share your wealth in life, at death and beyond.
We are pleased to welcome back Doug Carroll, resident tax expert at Aviso Wealth Inc. Doug previously ran an estate planning law practice, so he is ideally suited to guide you through the key documents, critical roles and common issues that arise in estate matters. Starting with who you care for most, he will walk you through how to transfer what you have accumulated, all while keeping a close eye on the tax opportunities and hazards along the way.
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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
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.