Spousal Tax Planning Webinar

Tax Planning Strategies - A Happy Spouse Makes a Happy House!


Most of us are getting ready to file our taxes before the May 2nd deadline. Let's look at ways for your household to be more tax-advantaged this time next year.

Please join Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc., as he illustrates families' strategies to retain more of their wealth.  He will share investment planning tips that will yield more funds for you and your family today and at retirement.  Find out if you are the Better Half or the Lucky Half.

Topics include: 

    • Benefits & Boundaries

    • Pension Income Splitting

    • RRSPs & Spousal RRSPs

    • TFSA for Spouse

    • ​Attribution Rules

    • Prescribed Rate Loan

    • Acceptable Avoidance Options

    • CPP Credit Sharing​

Let's look at ways for your household to be more tax advantages this time next year.


Date: Tuesday, May 17

Time: 1:00 p.m


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, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.

Monday | April 11, 09:51 AM
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