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Wealth Management

Grow Your Wealth: Tax-driven Investment Strategies

Join us for Part TWO of the Wealth Evolution webinar series where we explore how to complement your traditional investments using unique insurance features.

Insurance is more than just a safety net for your family. It also provides powerful ways to build and expand your wealth. We are excited to welcome Doug Carroll, resident tax expert at Aviso Wealth Inc., for the second session of our Wealth Evolution series. Doug will show you how to shift your focus from simply protecting your money to actively growing it. You will learn practical strategies for tax-sheltered investment growth and discover smart ways to set up tax-deferred intergenerational wealth transfers.

Learn about:
• How to achieve tax-sheltered investment growth using insurance structures.
• Smart strategies for tax-deferred intergenerational wealth transfers.
• Ways to secure lifelong income and gain market exposure using insurer guarantees.

Whether you want to maximize your current savings or plan a smooth transfer of assets to the next generation, this session provides the clear, actionable insights you need to keep your financial future on track.

Webinar Topic: Wealth Evolution - Part 2: Wealth Growth

Date & Time: Wednesday, June 3, 2026 (two sessions available)

Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.

Platform: Zoom

Cost: Free!

Wednesday, June 3 at 11:00 am

Wednesday, June 3 at 2:00 pm

About The Presenter

Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada.
He previously ran an estate planning law practice, and was an advanced case consultant with a life insurer and a mutual fund provider.
Doug also holds a business degree and a Master of Law specializing in Tax, and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
He’s been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P

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Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Fusion Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Fusion Financial Strategies are used under license by Aviso Insurance Inc.