Lindsay Redden PFP, QAFP, RIS

07/29/2022

Cottage & Cabin Succession planning recording, in case you missed it!

In case you missed it, we recorded the live webinar with Lindsay Redden PFP, QAFP, RIS and Doug Carroll, Tax & Estate Specialist with Aviso Wealth. Inc. talking to us about Cottage and Cabin Succession.

Watch the recording: https://hubs.li/Q01hBr3Z0

07/21/2022

Today @ 9:00am!

Today is the day!

We hope you're able to join us this morning at 9:00 a.m. (CST - Regina) for our Cottage & Cabin Succession Planning live webinar.

Lindsay Redden will be hosting Doug Carroll, Tax & Estate Specialist with Aviso Wealth Inc. as he talks about:

- Hidden costs of recreational property
- Tax truths
- Who gets the family cottage...and how
- Cross-border recreational properties
- And more

Join the call: https://hubs.li/Q01h8m5h0

A recording of the webinar will be made available afterwards.
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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.

07/19/2022

July 21st @ 9:00, join us to discuss Cottage & Cabin Succession Planning!

Mark your calendars!

This Thursday, July 21 at 9:00 a.m. (CST - Regina) our very own Lindsay Redden will be hosting Doug Carroll, Tax & Estate Specialist with Aviso Wealth Inc. for the second time as he talks to us about Cottage & Cabin Succession Planning. Doug will be covering topics around:

- Hidden costs of recreational property
- Tax truths
- Who gets the family cottage...and how
- Cross-border recreational properties
- And more

No registration required, simply use this link to join the call on Thursday:
https://hubs.li/Q01h8p4p0

A recording of the webinar will be made available afterwards.
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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.

04/26/2022

Here is a copy of the recording on Family Farm Succession with Doug Carroll on April 19th.

Hear from Doug Carroll, Tax & Estate Specialist with Aviso Wealth Inc.* who talked with us about Farm Succession Planning.Some of the topics Doug covered wer...

04/05/2022

Jump on the live webinar @ 9am on April 12th!

Farm succession is not as easy as just handing over the keys. It involves complex decision making that presents challenges and opportunities.

On Tuesday, April 12 from 9 a.m. - 10 a.m. we are hosting a live webinar with Doug Carroll, Tax & Estate Specialist with Aviso Wealth Inc. to talk about Farm Succession Planning. Some of the topics being covered are:

- Estate planning
- Strategic application of targeted tax rules
- Retirement planning
- Farm management plan
- Heir/ownership plan
- Lifetime capital gains exemptions
- And so much more

No registration is required. Just use this link on Tuesday, April 12 at 9 a.m. to join the call: https://hubs.li/Q0179GBz0

If you are unable to attend, please contact us and we will send you a recording of the event.

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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.

12/28/2021

Merry Christmas!

12/28/2021

The deadline for charitable donations is December 31, to be eligible for the charitable tax credit for 2021. I am pleased to share that Thrive Wealth Management is matching donations up to $50,000!

12/22/2021

I am very excited to be more interactive with my job. Don’t be shy now 😉!

(I should have just made a reel of all the outtakes. It would have been much more entertaining 🤦🏼‍♀️)

12/17/2021

In the spirit of National Horse Day! I am a prairie girl through and through, and I am positive horse blood runs in my veins.