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RDSPs AND DISABILITY INCOME SUPPORT 


Navigating the complexities of disability income support can be confusing. Whether you, a family member, or a friend has a disability, it is important to understand the abundance of resources and options available to you—especially those designed to relieve the financial obligations and expenses.

To help guide you toward a deeper understanding of these solutions, we invite you to join us for a conversation featuring Doug Carroll, the resident tax expert at Aviso Wealth Inc. In his talk, Doug will outline the advantages offered through valuable programs like the Canada Child Benefit (CCB) and explain the structure and benefits of contributing to a disability-focused, tax-saving vehicle such as the Registered Disability Savings Plan (RDSP).

Through the CCB and the RDSP, alongside other potential benefits you may qualify for, learn how you can create a substantial lifeline to overcome the significant financial challenges experienced by individuals with disabilities and their families. If this is a topic that resonates with you, register for this webinar and take a step toward improving your financial well-being.


REGISTER TODAY

Date & Time: Wednesday, September 27, 2023 (two sessions available)

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

Cost: Free!

Session 1: 9am PT / 12pm ET – <Register here>

Session 2: 12pm PT/ 3pm ET – <Register here>



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.


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, 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.

First Home Savings Account (FHSA)

Tax-efficient way to save for your first home

The First Home Savings Account (FHSA) is a registered account that combines the best of the RRSP and TFSA. Contributions are tax-deductible and withdrawals to buy a home are non-taxable. 

Talk to our local experts for more information.

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RRSP

Registered Retirement Savings Plans

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TFSA

Tax Free Savings Accounts have unique benefits

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RESP

Registered Education Savings Plans are a great way to save for your child's education

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Term Deposits

We offer a variety of term deposits to suit your specific needs

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Mutual Funds, Stocks & Bonds

Find out what we have to offer

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Planning & Advice

We can work with you to develop your personal financial roadmap

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Meet Our Local Experts

Ashley Booker
BCOMM, CFP, FCUIC

Financial Services Officer/Investment Advisor

Pamela Eaton
PFP

Manager Deposit Services/Investment Advisor

Lyndsey Poole
PFP

Financial Services Officer/Mutual Fund Investment Specialist

Jennifer Quessy

Financial Services Officer/Mutual Fund Investment Specialist

CU Bonus Builder

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  • 5 Year Term
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  • Use in registered and non-registered accounts
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