Estate Planning

Estate Planning – Let’s Get Started

You have worked your entire life to build wealth and create a comfortable life for your family.  How can you protect that and leave a legacy for them?  What are some ways to pass it on to the people you care about?  This webinar will get you to roll up your sleeves and start putting your estate planning into motion.  Join us for an online session with finance industry respected Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.  He will help you go through the daunting estate planning process by breaking it down into easy steps.

Topics include:

• A people perspective

• The estate planning process

• Papering the process

• Protecting your planning

• Getting it all going

Date: Wednesday, October 5, 2022

Time: 12 noon PT / 1pm MT

Register in advance for this webinar:

After registering, you will receive a confirmation email containing information about joining the webinar.

Mutual funds are offered through Credential Asset Management 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: 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.