Year-end tax tips webinar

If you are seeking tax saving opportunities, relevant to both the time of year and the stage in your life, view this 60-minute webinar with tax expert Doug Carroll. In it, Doug shares 23 tax tips for you to consider before year-end that will help keep your finances on track in 2024.

A recording of the webinar is available to view here. Please enter the passcode below to view.

Passcode: #q4peRd2

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

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’s been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts.

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.


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