Please join us for a special webcast on Registered Education Savings Plan (RESP) just in time for Back to School season. During the session, Aviso Wealth Inc’s Tax & Estate Specialist, Doug Carroll, will break down the structure of the RESP so you know how it works, provide tips on how to maximize its benefits, and advise on ways for a tax-efficient drawdown of the plan.
Don't miss this session to learn about earning for learning.
Choose from two sessions on Tuesday, September 27, 2022:
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® professional 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.
Tuesday | September 27, 03:47 PM
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