Check Out Our Upcoming Events

Year-End Tax Tips

December 7, 2021 at 7:00pm

This webinar will focus on charitable giving as part of the Year-End Tax Tips series.

You support your favorite charitable causes because you care. Sometimes you share their message, sometimes, you volunteer, and sometimes you donate. By understanding how donation tax rules work, you can strategically – and legally – exploit the system, reducing your cost to donate, increasing what the charity receives or both.

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Check Out Our Past Events

Roles and Responsibilities of an Executor

November 10, 2021

This webinar provides an overview of what executorship entails, to help someone making a Will (a testator) determine who best to name, or for a potential executor to decide whether to accept.

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Here is a list of resources from the event:

Business as a Force for Good Webinar

November 4, 2021

Hear from experts from various industries on how they started using their business as a force for good for people, their community and the planet and advice they would give to those starting their journey.

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Investment Corporate Portfolios with Aviso Wealth

October 6, 2021

Investing within a corporation can be rewarding, but it can also be challenging. Unlike the low tax rates on business income, tax on investment income is higher and more complicated. We’ll look at the benefits of investing corporately, the tax challenges that can inform portfolio decisions, and where corporate-owned insurance may have a role to play.

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Join the Team: Learn about working at Libro and why you should apply!

June 24, 2021

Hear from Libro’s Human Resources department and learn about what makes Libro a great employer.

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Keeping It In The Family: Cottage Succession Planning

June 23, 2021

For parents and children alike, the family cottage or cabin is more than mere bricks and mortar. It’s a place full of emotion, which is why planning for its succession is as much art as it is science. This session looks at the interpersonal, tax & legal challenges that may be ahead, and offers some insurance options to help protect family wealth and preserve family harmony.

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7 Scams Every Canadian Should Know About

March 18, 2021

March is recognized as Fraud Prevention Month across Canada and at Libro, your security is our top priority.

Hear from our Risk Management team on what the latest scams impacting Canadians are and tangible tips on what you can do to protect yourself.

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10 Things To Do With Your Tax Return

March 11, 2021

Apart from your tax preparer, no one looks forward to tax season! What we do like though, is getting a refund once the paperwork is done, but what can you do to make it do more for you?

We will hear Tax and Estate Specialist Doug Carroll from Aviso Wealth share valuable information and tips on how to make your tax return do more for you.

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5 Tips to Kickstart Your Investing Journey

February 16, 2021

5 Tips to Kickstart Your Investing Journey … don’t worry, we make it easy! Featuring our panel of Libro Coaches: Adam Baird, Nikki Wolfs and Curtis McDougall.

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New Year New Goals – Your Richly Imagined Future

January 20, 2021

Robert Gignac, author of the Canadian bestseller “Your Richly Imagined Future” will look at the role of you, the investor, in the investor/financial professional relationship, from your perspective. He’ll talk about the truths and realities of being a client of the Canadian investment industry. You’ll be inspired with new ways to deal with life’s everyday events with the larger goal of developing a solid, long-term relationship with your money.

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Year End Tax Tips Webinar

November 24, 2020

In this informative podcast-style session, Doug Carroll, Tax, Estate and Financial Planning Advocate, will share tips and reminders for this year’s tax filing deadline.

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IPP: An Individual Pension Plan for Business Owners

October 27, 2020

Business owners, including incorporated professionals, can be limited by RRSP/pension plan rules, and taxation of corporate investments. Libro wants to help! Watch this video to find out how an IPP can boost savings and create a lifelong pension.

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2020 Responsible Investing Webinar

October 15, 2020

When it comes to investing at Libro, you don’t have to compromise your values to maximize your returns. Responsible Investing is the incorporation of environmental, social and governance factors (ESG) in the management and selection of investments. With responsible investing you can invest your money in products that are working towards a better tomorrow while making competitive returns.

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Estate Planning to Estate Doing Webinar

September 29, 2020

Estate planning is more than simply “who gets what.” It’s a chance to focus on who you are, what matters to you and most importantly, who matters to you. That means taking care of yourself and the people close to you, now and in the future.

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First-Time Home Buyers Webinar

July 15, 2020

Our First-Time Homebuyers webinar will cover everything from credit scores, the process of getting approved and what the housing market looks like now as a result of a global pandemic. You will hear from Libro Lending Specialists from across southwestern Ontario as well as a representative from CMHC: Canadian Mortgage and Housing Corporation.

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Ahria Consulting: Leading in Turbulent Times

May 6, 2020

Terry Gillis, President and CEO of Ahria Consulting speaks about the challenges leaders face during this COVID-19 pandemic.

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