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Journey Into Financial Planning - Part 3 Digging into the toolbox

Date: Wednesday, September 24, 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
<Register here>

Session 2: 12pm PT/ 3pm ET - Register here
<Register here>

Journey Into Financial Planning - Part THREE: Digging Into The Toolbox

The Aviso Experts Webinar Series - Journey into Financial Planning concludes with Part THREE, where we focus on exploring the key tools available to help you reach your financial goals.

Doug Carroll, Aviso Wealth’s resident tax expert, leads this session as we take a deep dive into tax-assisted plans designed to magnify and house your investment dollars. From comparing tax features to understanding trade-offs, Doug will guide you through Registered Pension Plans (RPP), Registered Retirement Savings Plans (RRSP), First Home Savings Accounts (FHSA),

Tax-Free Savings Accounts (TFSA), Registered Education Savings Plans (RESP), and more. Learn to coordinate between these plans to create a robust strategy for your financial future.

Don’t miss this opportunity to gain essential insights and bring your financial planning full-circle. Register today to secure your spot in this free, informative webinar!

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

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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.