Webinar topic: Journey into financial planning – Part TWO: Managing money-me
Date & Time: Wednesday, June 4, 2025: (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!
Please note: This webinar is available in English only however, post-webinar handouts will be available in both French and English.
Session 1: 11:00 am – Register here
Session 2: 2:00 pm – Register here
This year’s Aviso Experts Webinar Series continues with Part TWO of a three-part Journey into Financial Planning. Part One offered you a panoramic view of informed money management and Part TWO dives into the hands-on numeracy skills and practical steps you’ll need to put that knowledge into practice.
Join Doug Carroll, resident tax expert and your guide to better financial habits to explore the path that starts with being an active earner and steadily advances toward becoming a serious saver. Along the way, Doug will share strategies for managing essential expenses, using credit
wisely, and avoiding (or overcoming) debt pitfalls. He’ll also introduce you to budgeting behaviors that really work and highlight accessible software tools to help you get started.
Don’t miss out on this opportunity to strengthen your financial foundation and build smarter habits for the future. Register today to gain actionable insights and make meaningful progress on your financial goals.
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 has 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.
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.
