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Protect Your Wealth, Secure Your Future
Join us for Part ONE of the Wealth Evolution webinar series and learn how to build a strong financial defence.
In personal finance, just like in sports, a good defence is crucial for a great offence. When you have reliable support protecting your wealth, you can pursue your financial goals with confidence.
Part ONE of our Wealth Evolution series, Wealth Protection, focuses on establishing full-circle family finance supported by insurance. Led by Doug Carroll, resident tax & estate expert with Aviso Wealth Inc., this session will guide you through the essentials of balancing wealth building with dependable wealth protection.
Learn about:
• The connection between your income and long-term wealth.
• The risks that can impact your earning capacity.
• How to protect your family from financial disruption due to disability, critical illness, or death.
• The role insurance plays in ensuring your financial intentions are fulfilled.
Don’t miss this opportunity to lay a secure foundation for your financial future. Register for this free webinar today.
Register now for our March 4 webinar, Wealth Protection.
Click below for the time you’d like:
1 pm Atlantic / 1:30 pm Newfoundland4 pm Atlantic / 4:30 pm Newfoundland
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 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