Webinar topic: Cottage and Cabin Succession

Date & Time: Wednesday, June 12, 2024 (two sessions available)

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

Platform: Zoom

Cost: Free!

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

Owning a family cottage or cabin is more than just having a second home. It’s about preserving the legacy and memories that have been passed down from generation to generation. However, along with this joy and nostalgia, there are also various complexities that come with owning such properties. Our upcoming webinar will provide valuable insights and strategies for effectively managing and passing down your retreat to future generations.

Our featured speaker, Doug Carroll, resident tax expert at Aviso Wealth Inc., will guide us through a comprehensive session. In his talk, Doug will outline key topics including capital gains, principal residence planning and trust transfers, helping you navigate these hurdles to protect your family wealth.

Register for this webinar, and don’t miss our on this opportunity to learn, connect and proactively plan for the next generation.

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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.