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Journey Into Financial Planning - Part 1 Principled & Purpose-driven

Date: Wednesday, March 12, 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>

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

Journey Into Financial Planning - Part ONE: Principled & Purpose-driven

This year’s Aviso Experts Webinar Series is a three-part Journey into Financial Planning, wrapping up with our popular session on Year-end Tax Tips to help guests put their plans into action.

In PART ONE of our journey, Doug Carroll, Aviso’s resident tax expert, will map a path forward. The session begins with a broad overview of financial planning principles designed to help you define your guiding purpose. From there, we’ll explore the key factors that influence your financial path, including the life stages you’ll navigate, and the tax-advantage investment tools

suited to each phase. The session concludes with a proven process for organizing and executing effective planning.

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

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.