Resources

 

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At KCCU Wealth Solutions, our mission is to empower you with the knowledge and resources needed to enhance your financial literacy. We are committed to providing you with access to educational materials that will support you in navigating the complexities of personal finance in today's rapidly evolving world.

We understand the importance of staying informed and equipped to make sound financial decisions. That's why we continuously update our content to offer you the tools necessary to address your financial needs effectively.

By engaging with our materials, you can gain valuable insights, strategies, and tips to make informed choices about your finances. We are dedicated to supporting your journey towards financial well-being and are here to assist you every step of the way. Let KCCU Wealth Solutions be your partner in building a secure and prosperous financial future.

Video Library

November 8th, 2024
Anne discusses charitable giving watch the video here.

October 23rd, 2024
Anne discusses business succession planning watch the video here.

October 8th, 2024
Anne discusses year-end tax tips watch the video here.

September 24th, 2024
Anne discusses what to consider when going through a divorce watch the video here.

September 9th, 2024
Anne discusses Registered Education Savings Plan watch the video here.

August 27, 2024
Anne discusses Herd Mentality, watch the video here.

August 15, 2024
Anne discusses Dollar Cost Averaging, watch the video here.

July 31, 2024
Anne discusses Annuities, watch the video here.

July 11, 2024
Anne discusses Managing your investments and sticking to the plan with Global News, watch the video here.

June 27, 2024
Anne discusses Keeping your will up to date with Global News, watch the video here.

June 26, 2024
Anne discusses Spousal RRSPs with Global News, watch the video here.

May 30, 2024
Anne discusses Capital Gains with Global News, watch the video here.

May 16, 2024
Anne discusses Investments: Real Estate vs. Stock Market with Global News, watch the video here.

May 2, 2024
Anne discusses Old Age Security and who is eligible with Global News, watch the video here.

April 22, 2024
Anne discusses Taxation on Investments with Global News, watch the video here.

April 8, 2024
Anne discusses Managing Investment Risk through Diversification with Global News, watch the video here.

March 22, 2024
Anne discusses Tax-Free Savings Accounts (TFSA) with Global News, watch the video here.

March 6, 2024
Anne discusses Fraud Prevention Month and investment scams with Global News, watch the video here.

February 23, 2020
Anne discusses why Insurance should be a part of your financial planning with Global News, watch the video here.

February 9, 2024
Anne talks about net worth and how to improve it with Global News, watch the video here.

January 26, 2024
Anne talks about RRSP season with Global News, watch the video here.

January 12, 2024
Anne discusses financial fitness with Global News, watch the video here.
 

Webinars

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If you’re looking to boost your tax savings as year-end approaches, join us for a 60-minute webinar on November 13 with tax expert Doug Carroll. He’ll share essential year-end tax tips for ‘24, addressing key topics such as savings and retirement, disability needs, and insights for investors and markets.

Topic: Year-end tax tips – 24 for ‘24
Date: Wednesday, November 13, 2024 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.

Click here to view the Recording
Access Password: en^LFw3A

 

About the presenter

photo of doug carrol on suit and tie

  • 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

Past Webinars

webinar information flyer

Planning for your child’s education? Join tax expert Doug Carroll on September 11, for a 60-minute webinar where he’ll simplify the ins and outs of Registered Education Savings Plans (RESPs). Gain valuable insights on contributions, government grants, and more to maximize your child’s education savings. Register today!

Date: September 11, 2024
Webinar Recording: here
Webinar Recording Password: Ck9M1&$y

About the presenter:
man in black suit and tie with dark hair

  • 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

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.

 

Articles

Make the most of donation tax savings while giving back

2 weeks 1 day ago
Tuesday of this week was Giving Tuesday – a day given its name by a global non-profit that promotes charitable giving. If you missed it, it’s not too late to make donations for 2023. Let me share some tips for making your donations even more tax-effective.

KCCU Wealth Solutions 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 KCCU Wealth Solutions are used under licence by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees, and expenses may all 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 other 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. These reports are provided as a general source of information and should not be considered personal investment advice or a solicitation to buy or sell any mutual funds and other securities. The views expressed are those of the author and not necessarily those of Aviso Insurance or Aviso Wealth.