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Aviso Wealth is a national, integrated financial services company serving the wealth management needs of YNCU. Aviso Wealth provides comprehensive services and solutions that empower Canadians to achieve financial well-being.

If you’re looking for practical, everyday advice from certified Wealth experts, explore the headings below to discover upcoming Aviso Wealth Expert Webinars. Past Aviso webinars can be viewed as a recording for 30 days after the presentation date.


Aviso Webinar - Homebuyer Tax Breaks

Buying your first home is an exciting prospect but one that can also be extremely daunting. What’s the best vehicle to use when saving for that all-important downpayment? How do I differentiate between all the options and acronyms like FHSA, TFSA or HBP—let alone understand which is most suitable for my situation?

To help you make sense of the various options designed to give first-time homebuyers tax breaks, we are holding a special webinar featuring Aviso Wealth’s resident tax expert, Doug Carroll. Doug will break down each option to paint a clear picture of their pros and cons, so you can make an informed decision on how best to save for your first home.

Current homeowners contemplating a move or renovations—particularly for the purpose of accommodating a disability or someone age 65+—will also be interested in attending this webinar as Doug explores tax breaks specifically related to moving and renovations.

Following the webinar, you’ll walk away with a greater understanding of the many options available to you, allowing you to choose the best path forward towards acquiring the keys to your first home.

Click your the link for you preferred time below to register

May 31st  - 12 PM ET

May 31st  - 3 PM ET

About the presenter

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 and a Trust & Estate Practitioner.

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.