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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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Live webinar invitation – Homebuyer Tax Breaks

Webinar topic: Homebuyer Tax Breaks
Date & Time
: Wednesday, May 31, 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

Buying your first home is an exciting prospect but one that can also be extremely daunting. What’s the best vehicle to use when saving for that all-important downpayment? How do I differentiate between all the options and acronyms like FHSA, TFSA or HBP—let alone understand which is most suitable for my situation?

To help you make sense of the various options designed to give first-time homebuyers tax breaks, we are holding a special webinar featuring Aviso Wealth’s resident tax expert, Doug Carroll. Doug will break down each option to paint a clear picture of their pros and cons, so you can make an informed decision on how best to save for your first home.

Current homeowners contemplating a move or renovations—particularly for the purpose of accommodating a disability or someone age 65+—will also be interested in attending this webinar as Doug explores tax breaks specifically related to moving and renovations.

Following the webinar, you’ll walk away with a greater understanding of the many options available to you, allowing you to choose the best path forward towards acquiring the keys to your first home.

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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