Dates: December 14 & 15, 2021
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth
Platform: Zoom
Join us on one of two dates in December for a special webinar featuring Doug Carrol, Tax and Estate Specialist at Aviso Wealth. Doug will share 21 tips and important reminders to help you navigate year-end tax planning, covering everything from savings and retirement to estate planning, and much more!
This session is being offered twice, so please sign up for the session most convenient to you by following the link below. Sign up soon as space is limited!
- See full event details and sign up for Tuesday, December 14
- See full event details and sign up for Wednesday, December 15
We are proud to host this special event in partnership with Aviso Wealth.
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, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., Qtrade Insurance Solutions Inc., and Northwest & Ethical Investments L.P.