CornerstoneCU - Free Financial Webinars

12 To-Do's For Your Tax Refund

Wednesday, January 29, 2025
Webinar starts at 12 pm

Apart from your tax preparer, no-one looks forward to tax season. What we do like though, is getting a refund once the paperwork is done. But what can you do... to make it do more for you?

FHSA - First Home Savings Account

Wednesday, February 19, 2025
Webinar starts at 12 pm

The FHSA combines familiar tax features of both RRSPs & TFSAs – deductibility, sheltering and tax-free withdrawals – to help Canadians reach their home ownership goals faster.

Meet the Presenter

Webinars are hosted by Doug Carroll, a Tax & Estate Specialist with Aviso Wealth Management:

Doug previously ran an estate planning law practice and was an advanced case consultant with a life insurer and a mutual fund provider.
He 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.
Doug has been doing this for 25 plus years and serves the wealth management needs of all Canadian credit unions.