Join us for Part THREE of the Wealth Evolution webinar series and discover the many ways to pass on what you have built.

We are pleased to welcome back Doug Carroll, resident tax expert at Aviso Wealth Inc. Doug previously ran an estate planning law practice, so he is ideally suited to guide you through the key documents, critical roles and common issues that arise in estate matters. Starting with who you care for most, he will walk you through how to transfer what you have accumulated, all while keeping a close eye on the tax opportunities and hazards along the way.

Learn about:
>Lifetime gifts, loans and forgiveness
>Spousal rollovers, joint ownership and trusts
>Wills, powers of attorney and probate planning
>Insurance beneficiaries and estate bypass
>The roles of executors, attorneys and trustees

Whether you are planning a smooth transfer of assets to the next generation or thinking through your legacy for the first time, this session gives you the clear, practical insights you need to keep your financial future on track. Register for this free webinar today!

Date & Time: Wednesday, October 7, 2026 (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

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

Upcoming Webinar: Year-End Tax Tips

Join us on December 2 for an exclusive webinar focused on smart year-end tax strategies. Our financial experts from Aviso Wealth will share key insights to help you minimize tax liabilities and maximize your savings before year-end.

Registration link coming soon. Check back shortly to secure your spot!

Missed a recent webinar?

We recently held a live webinar on fraud protection, with a guest speaker from Equifax. Topics included recent fraud trends, how fraudsters operate and launder money around the world, and mitigation strategies for how you can protect yourself and your information. 

Watch the Fraud Webinar replay here.

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