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Financial Education

Feel secure in your knowledge - explore our various tools & tips to help you grow your financial comfort 
 
 
We are proud to offer free financial seminars throughout the year. See below for upcoming events and scroll down for previous seminar recordings.

 

Year-end tax tips – 24 for ‘24 Webinar - Recording coming soon!
Date & Time
: Wednesday, November 13, 2024 

Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!

Are you ready to maximize your tax savings as year-end approaches? Join tax expert Doug Carroll for an engaging 60-minute webinar focused on effective tactics to trim your tax exposure. This pivotal time of year is the perfect opportunity to assess your financial situation and take strategic action.

In this session, Doug will explore tax-saving opportunities that align with both the calendar and your personal circumstances. You’ll gain valuable insights into high-level strategies designed to keep your finances on track as you prepare for the upcoming year.

Topics will include effective methods for maximizing retirement contributions, optimizing deductions, and planning for spousal investments and family finances. Don’t miss this chance to enhance your tax strategy and secure a brighter financial future.

We are proud to host this special event in partnership with Aviso Wealth.

COMING SOON! 
Establishing Your Credit Rating 
Date & Time
: TBD early 2025

 
 
 

Explore our articles

Browse through articles that cover various financial topics, from buying your first home to setting up a savings fund.

 

Videos

We are proud to offer a variety of financial education videos designed to help you learn about money. 

Check out some featured videos below and browse through our channel for more!

 

Stay tuned for upcoming financial seminars

We host free financial seminars and workshops for all ages throughout the year. You'll find more information on this page when the next one is booked. Subscribe to our newsletter to be notified of upcoming events and seminars. Have an idea for a seminar topic? Let us know!

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Book a Financial Check-Up

Get a clearer understanding of your finances by booking an appointment for a complimentary Financial Check-Up today! We will review your situation and give you a personalized financial review.
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