05/26/2022
Credential, in partnership with Crossroads and other credit unions across Canada, is proud to offer the following webinar. We encourage you to sign up for this insightful talk if this is of interest to you!
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Webcast topic: Planning for cottage and cabin succession
Date & Time: Tuesday, May 31, 2022 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!
Session 1: 10am Saskatchewan Time - https://aviso-ca.zoom.us/webinar/register/1116512666460/WN_St3KnZkiRfyZ-VRBWSeu4w
Session 2: 1pm Saskatchewan Time - https://aviso-ca.zoom.us/webinar/register/3916512683631/WN_FGtAE7TVS7WX-r0XDX172g
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.
Register today!
We are proud to host this special event in partnership with Aviso Wealth.
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.
