Check Out Our Upcoming Events

Estate Planning and Estate Doing

September 14, 2022 @ 4:00pm EST

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.

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Check Out Our Past Events

Beechwood Career Open House (In-Person)

June 23, 2022

If you’re looking for a fulfilling career at a company that truly knows the value of its staff, look no further! You’re invited to an Open House from 5:30-7:30pm at our Beechwood location. We have several positions available across our Waterloo region and we’re hoping you’ll be the next face we see walking through our doors.


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.

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Here is a list of resources from the event:


Keeping it in the Family: Vacation Properties and Estate Planning Webinar

May 31, 2022

As we approach the Summer holidays, we look forward to spending quality time at the cottage or cabin with family. For many of us, the family cottage or cabin represents much more than a vacation home: it’s a sacred place filled with cherished memories.

A word to the wise: this strong emotional attachment we feel towards the family cottage or cabin can translate into challenging circumstances if we do not properly plan for its succession.

Join us for a 45-minute webinar where Aviso Wealth* Tax & Estate Specialist, Doug Carroll, looks at interpersonal, tax and legal challenges related to cottage and cabin succession. Doug will also offer some insurance options with the goal of helping protect family wealth and preserving family harmony.

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.

One lucky attendee won $500 towards their down payment savings account or mortgage with Libro! Thank you to everyone who participated and congratulations to our winner. See contest rules and regulations.

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Here is a list of resources from the event:


Libro’s Annual Grants – Information Session Webinar

May 12, 2022

Applications for Libro’s Annual Grants program are open! Join this information session to learn about how your organization can apply.

Libro will invests $310,000 to fund initiatives that are focused in the areas of financial resilience, employment, local food accessibility and housing, helping address the economic and social challenges that the pandemic has intensified in our local communities.

Special guests from COOK-UP, will be joining us to share their impact story powered by Libro Credit Union.

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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.

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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.

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Here is a list of resources from the event:


Aviso Experts Webinar – 10 things to do with your tax refund

March 29, 2022

Join us for a special webinar where tax expert Doug Carroll delivers 10 options designed to help you balance spending and saving, and help you make the most of your tax refund this year.

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.

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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.

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Year-End Tax Tips

December 7, 2021

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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Here is a list of resources from the event:


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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*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.