Skip to main content
Find a Branch /ATM
JOIN
    aviso banner
     

    Grow Your Wealth: Tax-driven Investment Strategies

    Insurance is more than just a safety net for your family. It also provides powerful ways to build and expand your wealth. We are excited to welcome Doug Carroll, resident tax expert at Aviso Wealth Inc., for the second session of our Wealth Evolution series. Doug will show you how to shift your focus from simply protecting your money to actively growing it. You will learn practical strategies for tax-sheltered investment growth and discover smart ways to set up tax-deferred intergenerational wealth transfers.

    Learn about:

    • How to achieve tax-sheltered investment growth using insurance structures.
    • Smart strategies for tax-deferred intergenerational wealth transfers.
    • Ways to secure lifelong income and gain market exposure using insurer guarantees

    Whether you want to maximize your current savings or plan a smooth transfer of assets to the next generation, this session provides the clear, actionable insights you need to keep your financial future on track.

    Register for this free webinar today!

    Date & Time: Wednesday, June 3, 2026 (two sessions available)

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

    Session 1: 12 p.m. ET – Register here

    Session 2: 3 p.m. ET – Register here

    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 has been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations.
    We are proud to host this special event in partnership with Aviso Wealth.

    Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 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
     
     
     
     
    Effective January 1, 2026, Kawartha Credit Union Limited will amalgamate with Libro Credit Union Limited.
    On this date, Kawartha Credit Union Limited will begin operating as Kawartha Financial Services, a division of Libro Credit Union Limited.
     
    Contact Us: 1-855-670-0510
    Copyright © 2025. All rights reserved.