Events

Libro’s VP of Wealth, Paul McQueen and Aviso Wealth Inc.’s Tax & Estate Specialist, Doug Carroll, help you navigate tax features like the First Home Savings Account and RRSPs that will help Canadians reach their home ownership goals sooner!

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FHSA Resource Handout

Home Buyer Tax Breaks Resource Handout

Journey Into Financial Planning Part One: Principled & Purpose-Driven

Part one of the three-part webinar series hosted by Aviso Wealth on Financial Planning where Aviso Wealth’s tax expert, Doug Carroll, will map a path forward to ensuring a secure financial future. Learn key insights on life stages and tax-smart investment strategies, defining your financial purpose, and a proven process for effective financial planning.

Watch Recording

Passcode: +mke9N7V

Join us for a year-end webinar on tax planning where tax expert Doug Carroll will discuss critical tax-saving opportunities that arise with the close of the year. Learn how to assess your financial situation and take timely action to stay on track and maximize your savings.

Business Succession Planning webinar with Libro’s VP of Wealth, Paul McQueen and Aviso Wealth Inc.’s Tax & Estate Specialist, Doug Carroll, who will help you navigate the complexities of passing on your business to the next generation. Your business is the source of your income, and the store of years of hard work. Whether you’re thinking of selling or succession, a variety of estate planning issues and options lie ahead that will inform the who, when and how of a successful plan.

Resource handout #1
Resource handout #2

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Non-Registered Investing: Building Wealth Beyond RRSPs 

Nearly half of your investment returns might vanish due to taxes.  

Join us for a free webinar at 12pm on April 23 where Libro’s VP of Wealth, Paul McQueen, and tax expert of Aviso Wealth Inc., Doug Carroll, will help you understand the tax distinctions between registered and non-registered investment accounts and the types of income earned through them, empowering you to retain more of that income for your benefit.  

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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 Inc. 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.

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Here is a list of resources from the event:

• Four pillars of investment tax planning
• Spousal RRSP strategies
• Spouse and family income splitting

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 Inc. 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:

RDSP – Registered Disability Savings Plan 

Disability Income Support