Webinar topic: Journey into financial planning – Part ONE: Principled & purpose-driven Date & Time: Wednesday, March 12, 2025 (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

This year’s Aviso Experts Webinar Series is a three-part Journey into Financial Planning, wrapping up with our popular session on Year-end Tax Tips to help guests put their plans into action.

In PART ONE of our journey, Doug Carroll, Aviso’s resident tax expert, will map a path forward. The session begins with a broad overview of financial planning principles designed to help you define your guiding purpose. From there, we’ll explore the key factors that influence your financial path, including the life stages you’ll navigate, and the tax-advantage investment tools suited to each phase. The session concludes with a proven process for organizing and executing effective planning.

Don’t miss this opportunity to get your financial future on track. Register for the webinar today!

We are proud to host this special event in partnership with Aviso Wealth.

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