09/28/2026
You spent a lifetime building your wealth. How will you share it? Join expert Doug Carroll for Part THREE of our Wealth Evolution series, "Wealth Transfer," and learn how to pass on what you have accumulated. From lifetime gifts and spousal rollovers to Wills, powers of attorney and probate planning, you will get practical insights with a close eye on tax. Secure your spot on October 7!
💡 Topic: Wealth Evolution – Part THREE: Wealth Transfer
đź“… Date: Wednesday, October 7, 2026 (2 sessions available)
🧑‍💼 Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
🖥️ Platform: Zoom
🤑 Cost: Free!
⌚ Session 1: 9am PT / 12pm ET - Register here: https://aviso-ca.zoom.us/webinar/register/8617683459862/WN_m0wGQ_KDTcu0fNQ_vS-S2w
⌚ Session 2: 12pm PT / 3pm ET - Register here: https://aviso-ca.zoom.us/webinar/register/6017683459910/WN_irbD3-DMS3GYtphrUFr5PQ
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial 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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P