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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.

If you’re seeking tax saving opportunities, relevant to both the time of year and the stage in your life, join us for a 60-minute webinar with tax expert Doug Carroll. Doug will share 23 tax tips for you to consider before year-end that will help keep your finances on track in 2024.

Topic: Year-end tax tips – 23 for ‘23
Date
: Wednesday, November 29, 2023 (2 sessions available)

Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom

Cost: Free!

Session 1: 9am PT / 12pm ET - Register here

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

 

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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         About the presenter: Doug Carroll

  • 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.
 
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