In the first two sessions of our Wealth Evolution webcast series, we examined and illustrated how insurance
can both protect and grow wealth. Now in Part THREE, we canvas the many ways one can transfer wealth,
whether in life or by estate, and contemplate the legal issues attaching to those choices.

Doug Carroll, resident tax expert with Aviso Wealth Inc., previously ran an estate planning law practice, so is
ideally suited to guide guests through the key documents, critical roles and common issues that arise in
estate matters. Starting with “who” you most care for, we’ll walk through the many ways “how” to transfer
“what” you’ve accumulated, all with an attentive eye on tax opportunities and hazards along the way.
Don’t miss out on this opportunity to get your financial future on-track.

Register for this free webinar today!

Date & Time: Wednesday, October 7, 2026 (two session available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free - Register below

We are proud to host this special event in partnership with Aviso Wealth.

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