If you’re a first-time homebuyer and feeling overwhelmed by the process. Join tax expert Doug Carroll on March 20, for a 60-minute session where he will provide valuable tips to help you confidently navigate through your financial journey towards homeownership.
Date & Time: Wednesday, March 20th, 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: 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.
