News & Events

Stay up-to-date on news and events in your Pathwise community.

This webinar has ended. Thank you for your interest! Be sure to check back soon as we’ll be hosting another one shortly.

Wealth Evolution Part ONE: Wealth Protection

Date: Wednesday, March 4, 2026
(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>

Wealth Evolution Part ONE: Wealth Protection

A good offence is often the best defence. This is true in sports, and it's just as true for your personal finances. You can pursue your ambitions with more confidence when you know you have dependable support protecting you.

Join us for Part ONE of our Wealth Evolution series: Wealth Protection. This session focuses on full-circle family finance supported by insurance. Forward-focused wealth building should be balanced and backed by reliable wealth protection.

Led by Doug Carroll, resident tax expert with Aviso Wealth Inc., this webinar will explore the connections between earning income, achieving family security, and sustaining your wealth. We will examine the damage that can occur if those connections are broken due to disability, critical illness, or death. You will learn how insurance can re-establish those connections to ensure your financial planning goals are met.

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

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.