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.
Check out our past events
Year End Tax Tips
Year End Tax Tips
If you’re seeking tax saving opportunities, relevant to both the time of year and the stage in your life, join us for a 60-minute webinar with tax expert Doug Carroll. Doug will share 23 tax tips for you to consider before year-end that will help keep your finances on track in 2024.
Passcode: #q4peRd2
This recording is available for 60 days, this link will expire on January 29, 2024.
Here is a resource from the event:
We are proud to host this special event in partnership with Aviso Wealth.
Principled Tax-Sheltered Savings: Leverage the best savings option with RRSPs, TFSAs, & FHSAs
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 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.
Here is a list of resources from the event:
Life insurance strategies for your business
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.
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. 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:
Owner Representative Information Session
Owner Representative Information Session
Wednesday, July 5th at 6:30pm to 8pm
If you love Libro, care about your community, and want to influence decision making that positively impacts our business and the communities we serve, we invite you to join our virtual information session to learn about becoming an Owner Representative at Libro Credit Union.
Libro’s Owner Representatives serve on Regional Councils and carry the vote of our Owners at a ratio of one Owner Representative per 1,000 Owners. They are Libro ambassadors who are highly informed on governance, strategic and community-based initiatives that support our local communities.
To learn more about our award-winning governance structure, and Owner Representative eligibility criteria visit: Owner Representatives – At Libro Your Voice Is Heard | Libro CU
Stop, Look, Think: Protect Yourself from Fraud & Scams
Stop, Look, Think: Protect Yourself from Fraud & Scams
March 10, 2022
Learn how to best protect yourself from current fraud/scams. Get great security tips and have your questions answered in our annual webinar for Fraud Prevention Month.
Understanding Commercial Online Banking Webinar
Understanding Commercial Online Banking Webinar
May 10, 2022
Watch an in-depth live demo of this powerful digital business tool from Libro. Commercial Online Banking is a web-based platform that provides 24/7 access to your Libro accounts, giving you more control over how you manage your payments and reporting.
Here is a list of resources from the event:
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 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:
Libro’s Annual Grants – Information Session Webinar
Libro’s Annual Grants – Information Session Webinar
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 across southwestern Ontario that are focused in the areas of financial resilience, employment, local food accessibility and housing.
Special guests and former grant recipients will be joining us to share their impact story powered by Libro Credit Union.
The May 11, 2023 webinar with special guest Scott MacLeod can be viewed below.
The April 27, 2023 Webinar with Special guests Marty Rops and Lori Atkinson can be viewed below.
Estate Planning and Estate Doing
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*.
Here is a list of resources from the event:
Retirement Income Strategies Webinar
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.
Here is a list of resources from the event:
Family Farm Succession
Family Farm Succession
March 23, 2022
Let’s make your succession a success by discussing best practices for tax and estate rules. Farming is a distinctive business, and each farm succession is unique to those involved in the process. Evaluating your business and future goals will help set the plan in motion for a smooth succession.
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: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.