Events

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 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.

Resource handout #1
Resource handout #2

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RESPs and Education Savings Webinar

Planning for your child’s education is one of the most important investments you can make. Our upcoming webinar will provide valuable insights into Registered Education Savings Plans (RESPs) and how they can significantly support your child’s education journey. 

Doug Carroll, resident tax expert at Aviso Wealth Inc., will guide us into the intricacies of RESPs. During this comprehensive session, Doug will cover essential topics such as how RESPs work, contribution rules, government grants, educational assistance payments, and much more. With Doug’s expertise, you will learn how to navigate these aspects to maximize your child’s education savings and take full advantage of available benefits. 

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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, 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.  

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Principled Tax-Sheltered Savings: Leverage the best savings option with RRSPs, TFSAs, & FHSAs

Tuesday, November 7, 2023  from: 12pm-1pm

Since its introduction in 2009, the TFSA has proven itself a powerful tool for bettering our financial lives. However, when it comes to retirement savings, the RRSP should be the default choice for most of us. And, what about this new First Home Savings Account, or FHSA?  
 
Join us for a free webinar from 12pm-1pm on Tuesday, November 7th where Libro’s VP of Wealth, Paul McQueen and tax expert of Aviso Wealth Inc. Doug Carroll will help you understand the differences in these accounts, and some important things to consider to help you decide what’s best for you. 

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Here is a list of resources from the event:

RRSP – Registered Retirement Savings Plan

RRSP or TFSA

TFSA – Tax-Free Savings Account

Entrepreneurial Risk Management: Life insurance strategies for your business

True entrepreneurs embrace risk. They assess it, manage it and overcome it. But none of us are infallible, nor invincible. That’s why life insurance is such an important tool to protect the family and assure business continuity. More than that, it can open up business financing, and offer tax advantages unlike any other financial tool.

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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:

RDSP – Registered Disability Savings Plan 

Disability Income Support 

Libro’s Annual Grants Information Session

July 9, 1-1:30pm

Applications for Libro’s Annual Grants program are open! Join this information session to learn about how your organization can apply. Libro will invest $310,000 to fund initiatives that are focused in the areas of financial resilience, employment, local food accessibility and housing. Join us to learn more and ask questions!

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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.

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Here is a list of resources from the event:

• Four pillars of investment tax planning
• Spousal RRSP strategies
• Spouse and family income splitting

Estate Planning and Estate Doing

September 14, 2022

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. Many people put it off, which can be risky for both you and the people you care about. With a positive mindset and more knowledge on the process you can turn it into a reaffirming experience. This free webinar is hosted by Libro’s VP of Wealth, Paul McQueen, with guest speaker Doug Carroll, Tax & Estate Specialist, of Aviso Wealth Inc*.

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Here is a list of resources from the event:

• Estate Planning to Estate Doing
• Is it Time to Revise your Will?
• Powers of Attorney

Retirement Income Strategies Webinar

June 14, 2022

How to Successfully Move from Saving to Spending.

One of the most important financial decision points is about switching modes from building retirement savings to drawing from them. We’ll review five categories of wealth savings and the range of individual sources, tax features and age guidelines within each.

We’ll also look at how to prioritize the drawdown order among those sources, driven by individual lifestyle intentions.

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Here is a list of resources from the event:

• Old Age Security Factsheet
• Canada Pension Plan Factsheet