Webinar topic: Wealth protection – Part ONE
Date & Time: March 4, 2026  (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 – Register here

Session 2 – Register here

 

In sport, it is often said that the best offence is a good defence. In essence, you can confidently pursue your ambitions when you have dependable support at your back. It’s a sentiment that applies similarly to personal finance, where forward-focused wealth building is ideally balanced and backed by reliable wealth protection.

In Part ONE of our series, Doug Carroll, resident tax expert with Aviso Wealth Inc., will trace the route from earning income to family security to sustained wealth – and the damage that ensues if those connections are broken due to disability, critical illness or death. We’ll then look at how insurance can step in to re-establish those connections to assure that your wealth planning intentions are fulfilled. Don’t miss out on this opportunity to get your financial future on-track. Register for this webinar today!

 

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