Owning a family cottage or cabin is more than just having a second home. It’s about preserving the legacy and memories that have been passed down from generation to generation. However, along with this joy and nostalgia, there are also various complexities that can come with owning such properties.
Our featured speaker, Doug Carroll, resident tax expert at Aviso Wealth Inc., will guide us through a comprehensive session. In his talk, Doug will outline key topics including capital gains, principal residence planning and trust transfers, helping you navigate these hurdles and protect your family wealth. Through engaging discussions, he will shed light on common challenges, essential goals, and answer questions about cottage & cabin successions.
By participating in this webinar, you’ll gain valuable insights into protecting your family’s legacy. If you resonate with this topic, we encourage you to register today and take the first step towards planning for the next generation.
Date & Time: Wednesday, June 12th, 2024 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!
Session 1: 9am PT / 12pm ET – Register here
Session 2: 12pm PT/ 3pm ET – Register 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 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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.
