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Financial Literacy

Member Resource

Financial Literacy

Financial literacy is an essential life skill that everyone should have in order to be informed and responsible with money.
These are some key topics that can help you to manage your finances most effectively
  • Savings
  • Taxes
  • Housing &
  • Banking
Understanding how all these elements affect our bottom-line helps us become smart consumers and make better decisions about our money.  Also knowing how debt works and how to manage it successfully are important for a secure financial future. With so many avenues to explore when it comes to your finances, having a Financial Advisor from Pathwise guiding you will ensure that your financial journey is a successful one.

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Budgeting Building Blocks
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Live webinar invitation – RDSPs & Disability Income Support

Webinar topic:  RDSPs & Disability Income Support
Date & Time
: Wednesday, September 27, 2023 (two sessions available)

Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth
Platform: Zoom
Cost: Free!

Session 1: 9am PT / 11am CT / 12pm ET – Register here

Session 2: 12pm PT/ 2pm CT / 3pm ET – Register here

Navigating the complexities of disability income support can be confusing. Whether you, a family member or a friend has a disability, it is important to understand the abundance of resources and options available to you—especially those designed to relieve the financial obligations and expenses.

To help guide you toward a deeper understanding of these solutions, we invite you to join us for a conversation featuring Doug Carroll, resident tax expert at Aviso Wealth Inc. In his talk, Doug will outline the advantages offered through valuable programs like the Canada Child Benefit (CCB) and explain the structure and benefits of contributing to a disability-focused, tax-saving vehicle such as the Registered Disability Savings Plan (RDSP).

Through the CCB and the RDSP, alongside other potential benefits you may qualify for, learn how you can create a substantial lifeline to overcome the significant financial challenges experienced by individuals with disabilities and their families. If this is a topic that resonates with you, register for this webinar and take a step toward improving your financial well-being.

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, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.

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Registered Saving Plans


Resources for Education Funding


Want to learn more?

Talk to one of our Finacial Advisors