Date & Time: Wednesday, May 31, 2023 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth
Buying your first home is an exciting prospect but one that can also be extremely daunting. What’s the best vehicle to use when saving for that all-important downpayment? How do I differentiate between all the options and acronyms like FHSA, TFSA or HBP—let alone understand which is most suitable for my situation?
To help you make sense of the various options designed to give first-time homebuyers tax breaks, we are holding a special webinar featuring Aviso Wealth’s resident tax expert, Doug Carroll. Doug will break down each option to paint a clear picture of their pros and cons, so you can make an informed decision on how best to save for your first home.
Current homeowners contemplating a move or renovations—particularly for the purpose of accommodating a disability or someone age 65+—will also be interested in attending this webinar as Doug explores tax breaks specifically related to moving and renovations.
Register to Attend:
We are proud to host this special event in partnership with Aviso Wealth.
- 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’s 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.
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: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.