We are proud to offer free financial seminars throughout the year. See below for previous seminar recordings and upcoming events!
Upcoming Events:
Budgeting Building Blocks
Date & Time: Wednesday, March 22, 2023
(two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth
Platform: Zoom
Cost: Free!
Upcoming Events:
Budgeting Building Blocks
Date & Time: Wednesday, March 22, 2023
(two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth
Platform: Zoom
Cost: Free!
Session 1: 9am PT / 11am CT / 12pm ET – Register here
Session 2: 12pm PT/ 2pm CT / 3pm ET – Register here
Setting and following a budget doesn’t have to be restrictive. By taking a measured and systematic approach, you will gain a deeper understanding of your spending and, by extension, achieve confidence, comfort, and control over your finances.
During this 45-minute webinar, Aviso Wealth’s Doug Carroll will walk you through the building blocks of budgeting and provide you with helpful tips to firm up your financial foundation.
We are proud to host this special event in partnership with Aviso Wealth.
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.
