Budget Building Blocks Webinar
Setting and following a budget doesn’t have to be restrictive. By taking a measured and systematic approach, you will gain a deeper understanding of your spending and, by extension, achieve confidence, comfort, and control over your finances.
Join Aviso Wealth's Doug Carroll in a 45-minute webinar, while he walks you through building blocks of budgeting and provides you with some helpful tips to firm up your financial foundation. Follow the links below to register for either session.
Doug Carroll
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.
Sessions
Wednesday, March 22 {9am PT / 11am CT / 12pm ET}
Wednesday, March 22 {12pm PT / 2pm CT / 3pm ET}
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, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.