Webinar: Cottage and Cabin Succession

Owning a family cottage or cabin is more than just having a second home. It's about preserving the legacy and memories that have been passed down from generation to generation. However, along with this joy and nostalgia, there are also various complexities that come with owning such properties. Our upcoming webinar will provide valuable insights and strategies for effectively managing and passing down your retreat to future generations.

Our featured speaker, Doug Carroll, resident tax expert at Aviso Wealth Inc., will guide us through a comprehensive session. In his talk, Doug will outline key topics including capital gains, principal residence planning and trust transfers, helping you navigate these hurdles to protect your family wealth.

Register for this webinar, and don’t miss our on this opportunity to learn, connect and proactively plan for the next generation.

We are proud to host this special event in partnership with Aviso Wealth.

• 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: 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.