Fusion Credit Union - Manage Your Wealth With Expert Advice

Wealth Management

Personalized solutions to help grow, protect, and preserve your financial legacy.

At Fusion, we have a team of expert Financial Advisors who offer personalized financial advice tailored to your unique needs. Whether you prefer face-to-face meetings, or convenient virtual sessions, our team offers a wide variety of financial services- from retirement planning to investment strategies. No matter where you are in your investing journey, we're committed to helping you achieve your financial goals.

Fusion Credit Union partners with Aviso Wealth.

Planning for your financial future shouldn’t be overwhelming. That’s why in Part TWO of our Journey into Financial Planning webinar series, Doug Carroll is here to give you the tools and knowledge you need. From spending strategies to setting up a savings routine, this session is packed with tips you can use right away.

Webinar Topic: Journey Into Financial Planning - Part 2

Date & Time: Wednesday, June 4, 2025 (two sessions available)

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

Platform: Zoom

Cost: Free!

Wednesday, June 4th at 11:00 am

Registration link will be available soon

Wednesday, June 4th at 2:00 pm

Registration link will be available soon.

For questions call 204-773-7625

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