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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 - Budget Building Blocks

Setting and following a budget doesn’t have to be restrictive. By taking a measured and systematic approach, you will gain a deeper understanding of your spending and, by extension, achieve confidence, comfort, and control over your finances.

During this 45-minute webinar, Aviso Wealth’s Doug Carroll will walk you through the building blocks of budgeting and provide you with helpful tips to firm up your financial foundation.


March 22nd  - 12 PM ET

March 22nd  - 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.