Check Out Our Upcoming Events
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).
September 27, 2023 at 12PM ET
September 27, 2023 at 3PM ET
Entrepreneurial Risk Management: Life insurance strategies for your business
Tuesday, October 3, 12pm – 1pm
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.
Attend this webinar to learn ways to protect your business and your family with life insurance strategies.
Topics include:
- Entrepreneurial exposure
- Four fundamental needs – income replacement, key person, buy-sell funding, estate taxes
- Corporate tax sheltering
- Insurance for the living
Director Candidate Information Session
Wednesday, October 4 at 6:30PM
Please join us for a virtual information session to learn more about what it means to serve on the Libro Board of Directors.
At the Director Candidate Information Session, you will hear from Janet Taylor, Corporate Secretary and a current director as they share their experiences and tell you about our unique and award-winning Governance structure. They will be sharing details about the responsibilities and duties of a director, and what it takes to be a successful director at Libro. You’ll also have the opportunity to ask any questions you may have about the role.
To register email governance@libro.ca. To read more about Libro’s Governance click here.
Check Out Our Past Events
Libro St. Thomas Grand Re–opening Celebration
September 15 – St. Thomas
Libro is excited to announce the St. Thomas branch renovations are now complete. We are thrilled about this investment in St. Thomas because we believe in this thriving community and local economy. The branch has been transformed with a modern and refreshed new look along with enhancements to make better use of the overall space.
Bill the Duck summer party
July 27 – Downtown Kitchener
Bill the Duck summer party at the splash pad in front of City Hall. Drop by and enjoy freezies, games, use the splash pad and learn about Libro. 1pm-3pm, 200 King St, Kitchener.
Aug 23 – Woodstock: Bill the Duck summer party at Southside Park, 192 Old Wellington St. S., Woodstock
Aug 26 – London Old East Village: Libro is looking for volunteers aged 7-12 to run lemonade stands during the Old East Village Yard Sale. Submit your child’s name to be entered to win this fun opportunity. Email londonOEV.team@libro.ca or call 519-451-4860 to enter by Aug. 16
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
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
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.
Libro Credit Union DEI Information Session
October 18, 2022 @ 6:30pm
Libro is committed to providing the best possible environment for everyone with whom we engage. To inform our journey and ensure our practices are just and equitable, we want to hear from all our stakeholders.
Interested in learning what work is being done by Libro regarding Diversity Equity Inclusion and accessibility? How can you be involved and have your voice heard?
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
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:
First-Time Home Buyers’ Webinar
May 17, 2022
Learn the ins and outs of buying your first home: all the terms, costs, rebates, and processes, as well as how to get started!
You’ll hear from a panel of Libro Home Financing Advisors, as well as a leading real estate agent and expert to make sure you have plenty of information and tips top of mind. Get your questions answered and strengthen your knowledge with this one-hour webinar.
Here is a list of resources from the event:
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:
Budget Building Blocks
April 19, 2022
Gain comfort, confidence, and control over your finances. Tax and Estate Specialist Doug Carroll of Aviso Wealth* will walk you through the best way to not just set up a system for budgeting, but also how to stick to it. Libro’s VP of Wealth, Paul McQueen, will be ready for your questions.
Here is a list of resources from the event:
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:
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.
*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.