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    Year-end tax tips – 25 for 2025

    Are you ready to maximize your tax savings as year-end approaches? Join tax expert Doug Carroll for an engaging 60-minute webinar focused on effective tactics to trim your tax exposure. This pivotal time of year is the perfect opportunity to assess your financial situation and take strategic action.

    In this session, Doug will explore tax-saving opportunities that align with both the calendar and your personal circumstances. You’ll gain valuable insights into high-level strategies designed to keep your finances on track as you prepare for the upcoming year.

    Topics will include effective methods for maximizing retirement contributions, optimizing deductions, and planning for spousal investments and family finances. Don’t miss this chance to enhance your tax strategy and secure a brighter financial future.

    Date & Time: Wednesday, November 19, 2025 (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.
     
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