Scheduled Maintenance
Digital Banking and our website may be unavailable for up to 4 hours between 8:00PM CST on Nov. 16 and 12:00AM CST on Nov. 17. If you experience MFA registration or login issues afterward, please visit this page. 

Expert Webinar - Year-End Tax Tips

Live Webinar Invitation - Year-End Tax Tips - 26 for '26

If you're looking to boost your tax savings as year-end approaches, join us for a 60-minute webinar on December 2 with tax exert Doug Carroll. He'll shar essential year-end tax tips for '26, addressing key topics such as savings and retirement, disability needs, and insights for investors and markets.

Topic: Year-End Tax Tips - 26 for '26
Date: Wednesday, December 2, 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

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 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. For over 25 years, he has been supporting financial advisors with written articles, individual case consultations, and educational webcasts.

 

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

Thursday | November 12, 12:00 PM
This website uses cookies to improve your user experience. By continuing to browse the site you are agreeing to our use of cookies.