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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 upcoming events and previous seminar recordings.

Webinar topic: FHSA – First Home Savings Account

Date & Time: Wednesday, March 20, 2024 (two sessions available)

Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom

Cost: Free!

Session 1: 9am PT / 12pm ET – Register here

Session 2: 12pm PT/ 3pm ET – Register here

Purchasing a home is a significant milestone in many people's lives, but it can also be a daunting and expensive process. With the rising cost of housing, saving enough money for a down payment while managing day-to-day expenses can seem very difficult. However, there are ways to minimise your financial burden and maximise your savings, particularly when it comes to taxes. Join tax expert Doug Carroll in this special 60-minute webinar where he will share valuable insights and strategies to help you navigate the complicated world of taxes while working towards your dream of owning a home.

Doug will cover key topics such as opening a First Home Savings Account (FHSA), different sources for funding, and how contributions towards your FHSA are treated. By following these tips, you can stay on top of your finances and take the first step towards becoming a homeowner.

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.

 

CLICK HERE to view a recording of our recent seminar, "Navigating Mortgages in Changing Times"

 
 
 

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 a variety of financial education videos designed to help you learn about money. 

Check out some featured videos below and browse through our channel for more!

 

Stay tuned for upcoming financial seminars

We host free financial seminars and workshops for all ages throughout the year. You'll find more information on this page when the next one is booked. Subscribe to our newsletter to be notified of upcoming events and seminars. Have an idea for a seminar topic? Let us know!

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