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Topic
Journey into financial planning – Part TWO: Managing money-me (9am PT/12pm ET)
Date & Time

Selected Sessions:

Jun 4, 2025 09:00 AM

Description
In the first of our series, we soared at 30,000 feet for an end-to-end view of how informed money management can help people meet life’s goals. In PART TWO, we set our sights on the numeracy knowledge and skills that will help you put that into practice. Doug Carroll, resident tax expert with Aviso Wealth Inc., continues as our guide, as we head out on the trail from active earner to serious saver … and eventually informed investor in part three ahead. For now, we must navigate necessary spending excursions, being clever with credit to avoid (or overcome) potential debt diversions. We enthusiastically tackle budgeting behaviours and habits, to help establish and sustain your savings routine, including a peek at publicly available software that can get you going. Don’t miss out on this opportunity to get your financial future on-track. Register for this webinar 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