Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc. Cost: Free! |
Are you ready to maximize your tax savings as year-end approaches? Join tax expert Doug Carroll for an engaging 60-minute webinar focused on effective tactics to trim your tax exposure. This pivotal time of year is the perfect opportunity to assess your financial situation and take strategic action.
In this session, Doug will explore tax-saving opportunities that align with both the calendar and your personal circumstances. You’ll gain valuable insights into high-level strategies designed to keep your finances on track as you prepare for the upcoming year.
Topics will include effective methods for maximizing retirement contributions, optimizing deductions, and planning for spousal investments and family finances. Don’t miss this chance to enhance your tax strategy and secure a brighter financial future.
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
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