In the first of our series, we highlighted the protective elements of insurance that are designed to sustain or replace family income. In Part TWO, we shift our stance from shield to sword, now focusing on how to grow wealth using a range of investment forms and features available through insurance.

Led once more by Doug Carroll, resident tax expert with Aviso Wealth Inc., we explore how annuities pay lifelong income, and segregated funds offer market exposure – both backed by insurer guarantees. We then return to traditional insurance, and some non-traditional ways to legally exploit its unique structure to earn tax-sheltered income, make tax-deferred intergenerational transfers and receive tax-free payouts.

Don’t miss out on this opportunity to get your financial future on-track. Register for this webcast today!

We are proud to host this special event in partnership with Aviso Wealth.

Session 1:

Date: Wednesday, June 3rd, 2026 9am PT/12pm ET

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

Platform: Zoom

Cost: Free!

Session 2:

Date: Wednesday, June 3rd, 2026 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