Check Out Our Upcoming Events
We regularly hosts events and webinars related to financial advice. If you’re looking to learn about a specific topic, check our upcoming events or explore our previously recorded events below.
Estate Essentials Seminar
Estate planning gets to the heart of why you take care of yourself, your family and your wealth – and that’s why you need to include it in your financial plans. Join us to learn about key information to help make your estate planning journey a smooth one.
Key topics that will be covered:
- Protect Your Family: Ensure your assets are distributed according to your wishes, minimizing stress during difficult times.
- Avoid Legal Issues: Navigate potential disputes and reduce the chance of your estate going through costly and lengthy probate.
- Plan for the Unexpected: Make decisions about healthcare and finances, so your loved ones aren’t left guessing.
- Save Money: Proper planning can reduce taxes and fees, preserving more of your wealth for those you care about
Speakers:
- Jordan Brohman, Financial Planner, Libro Credit Union & Aviso Wealth
- Anne Lecours, Insurance & Wealth Advisor, Libro Wealth Strategies
- Sebastian Schmoranz, Partner at McGregor, Sims, Schmoranz, Hart P.C.
- Amy-Lynn Hart, Partner at McGregor, Sims, Schmoranz, Hart P.C.
Location: Harrow Arena Community Room, 243 McAffee St, Harrow
Date: Wednesday, February 5, 2025
Time: 5:30 – 7:30pm
Free admission & refreshments provided
Check out our past events
Year End Tax Tips Webinar
November 13, 2024
Join us for a year-end webinar on tax planning where tax expert Doug Carroll will discuss critical tax-saving opportunities that arise with the close of the year. Learn how to assess your financial situation and take timely action to stay on track and maximize your savings.
Resources and recording coming soon!
Business Succession Planning Webinar
Business Succession Planning webinar with Libro’s VP of Wealth, Paul McQueen and Aviso Wealth Inc.’s Tax & Estate Specialist, Doug Carroll, who will help you navigate the complexities of passing on your business to the next generation. Your business is the source of your income, and the store of years of hard work. Whether you’re thinking of selling or succession, a variety of estate planning issues and options lie ahead that will inform the who, when and how of a successful plan.
Non-Registered Investing: Building Wealth Beyond RRSPs
Non-Registered Investing: Building Wealth Beyond RRSPs
Nearly half of your investment returns might vanish due to taxes.
Join us for a free webinar at 12pm on April 23 where Libro’s VP of Wealth, Paul McQueen, and tax expert of Aviso Wealth Inc., Doug Carroll, will help you understand the tax distinctions between registered and non-registered investment accounts and the types of income earned through them, empowering you to retain more of that income for your benefit.
Spousal Income Splitting Webinar
Spousal Income Splitting Webinar
People choose to be together for love, but the tax system also has its say in the relationship.
Libro’s VP of Wealth, Paul McQueen and tax expert of Aviso Wealth Inc. Doug Carroll will help you understand how taxes affect you, and how you and your spouse can work around and within the rules to get the best possible tax result, particularly when it comes to managing investment income.
Here is a list of resources from the event:
Disability Income Support Webinar
Disability Income Support Webinar
Navigating the complexities of disability income support can be confusing for many. Whether you, a family member or a friend has a disability, it is important to understand the abundance of available resources and options – especially those designed to relieve the financial obligations and expenses.
To help guide you toward a deeper understanding of these solutions, we invite you to join us for a conversation featuring Doug Carroll, resident tax expert at Aviso Wealth Inc. In his talk, Doug will outline the advantages offered through valuable programs like the Canada Child Benefit (CCB) and explain the structure and benefits of contributing to a disability-focused, tax-saving vehicle such as the Registered Disability Savings Plan (RDSP).
Here is a list of resources from the event:
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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), Aviso Insurance Inc., Credential Insurance Services Inc. and Northwest & Ethical Investments L.P.