Planning for your financial future shouldn’t be overwhelming. That’s why in Part TWO of our Journey into Financial Planning webinar series, Doug Carroll is here to give you the tools and knowledge you need. From spending strategies to setting up a savings routine, this session is packed with tips you can use right away.

Session 1:

Date: Wednesday, June 4, 2025 9am PT/12pm ET

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

Platform: Zoom

Cost: Free!

Session 2:

Date: Wednesday, June 4, 2025 12pm PT/3pm ET

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

Platform: Zoom

Cost: Free!

About the Presenter:

• Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada.
• He previously ran an estate planning law practice and was an advanced case consultant with a life insurer and a mutual fund provider.
• Doug also holds a business degree and a Master of Law specializing in Tax and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
• He has been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.

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