Register for our upcoming Wealth Webinar
Cottage and Cabin Succession - Thursday, June 11th at 3:00 to 4:00pm ET
Welcome to our Webinar Series
Below is a catalogue of our past webinars, each filled with valuable information and insight from our team of experts. You can also register for upcoming webinars.
Our webinars cover a wide range of topics, and have been curated with our clients in mind to help them achieve their financial goals.
Upcoming Webinars
Watch Our Webinars
Join us for our “Mastering Emotions in Investing” webinar where we’ll explore how emotions like fear and excitement can impact investment decisions, and share practical approaches for staying focused on your long-term goals.
Our featured speaker, Doug Carroll, Tax & Estate Specialist at Aviso Wealth, will provide expert guidance on:
- Tax credits and deductions for homebuyers
- The First Home Savings Account (FHSA) and other programs
- Steps to maximize your financial advantage when purchasing a home
Additional Resources
Alterna Wealth represents the wealth offering of Alterna Savings and Credit Union Limited, providing wealth advisory services, including mutual funds and other securities, through Aviso Wealth and offering online brokerage services through Qtrade Direct Investing. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. 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. Aviso Financial Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.
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Experience customized financial management built through integrity, ethics and responsibility. Together, we design strategies that preserve and grow your wealth tailored to your unique goals.