Please join us for a special webcast on Budget Building Blocks. During the session, Aviso Wealth’s Tax & Estate Specialist, Doug Carroll, will walk you through the building blocks of budgeting and provide you with helpful tips to firm up your financial foundation.
Choose from two sessions on Wednesday, March 22, 2023:
- 9AM PT / 11AM CT/ 12PM ET: https://aviso-ca.zoom.us/webinar/register/8316757250421/WN_OW1_BkpFS6y2ANoDPgz-3A
- 12 PM: 12PM PT / 2PM CT/ 3PM ET: https://aviso-ca.zoom.us/webinar/register/4716757250524/WN_P8d8ueJORKGjyX4SPdzluQ
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: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.
