Fusion Credit Union - Manage Your Wealth With Expert Advice

Wealth Management

Protect Your Wealth, Secure Your Future

Join us for Part ONE of the Wealth Evolution webinar series and learn how to build a strong financial defense.

In personal finance, just like in sports, a good defense is crucial for a great offence. When you have reliable support protecting your wealth, you can pursue your financial goals with confidence.

Part ONE of our Wealth Evolution series, Wealth Protection, focuses on establishing full-circle family finance supported by insurance. Led by Doug Carroll, resident tax & estate expert with Aviso Wealth Inc., this session will guide you through the essentials of balancing wealth building with dependable wealth protection.

Learn about:
• The connection between your income and long-term wealth.
• The risks that can impact your earning capacity.
• How to protect your family from financial disruption due to disability, critical illness, or death.
• The role insurance plays in ensuring your financial intentions are fulfilled.

Don’t miss this opportunity to lay a secure foundation for your financial future. Register for this free webinar today!

Webinar Topic: Wealth Protection - Part 1

Date & Time: Wednesday, March 4, 2026 (two sessions available)

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

Platform: Zoom

Cost: Free!

Wednesday, March 4 at 11:00 am

Wednesday, March 4 at 2:00 pm

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.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 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

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Wealth Management Team

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Qtrade Guided Portfolios®

Discover the ease of investing with automated solutions.

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Qtrade Direct Investing®

Build, evaluate and test your portfolio using analyst research and industry leading tools. It's a better online trading experience.

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Mutual Funds*

Diversify your portfolio and invest in higher risk options with higher rewards.

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Fusion Financial Strategies

Protect your family and your business by incorporating Life Insurance into your financial plan.

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Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Fusion Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Fusion Financial Strategies are used under license by Aviso Insurance Inc.