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Financial Education

Feel secure in your knowledge - explore our various tools & tips to help you grow your financial comfort 
 
 
We are proud to offer free financial seminars throughout the year. See below for previous seminar recordings and upcoming events!

Topic: Homebuyer Tax Breaks 
Date: Wednesday, May 31, 2023 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc. 
Platform: Zoom
Cost: Free!

Buying your first home is an exciting prospect but one that can also be extremely daunting. What’s the best vehicle to use when saving for that all-important downpayment? How do I differentiate between all the options and acronyms like FHSA, TFSA or HBP—let alone understand which is most suitable for my situation?

To help you make sense of the various options designed to give first-time homebuyers tax breaks, we are holding a special webinar featuring Aviso Wealth’s resident tax expert, Doug Carroll. Doug will break down each option to paint a clear picture of their pros and cons, so you can make an informed decision on how best to save for your first home.

Current homeowners contemplating a move or renovations—particularly for the purpose of accommodating a disability or someone age 65+—will also be interested in attending this webinar as Doug explores tax breaks specifically related to moving and renovations.

Following the webinar, you'll walk away with a greater understanding of the many options available to you, allowing you to choose the best path forward towards acquiring the keys to your first home.

Sign up now: 
Session 1: 12 pm ET - Register here
Session 2: 3 pm ET - Register here 
 
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.

 

 
 
 

Explore our blog

Browse through articles that cover various financial topics, from buying your first home to setting up a savings fund.

 

Videos

We are proud to offer an awesome series of financial education videos designed to help you learn about money. 

Check out some videos below and browse through our channel.

 

Stay tuned for upcoming financial seminars

We put on free financial seminars and workshops for all ages throughout the year. You'll find more information here when the next one is booked. Have an idea for a seminar topic? Let us know!

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