At KCCU Wealth Solutions, our mission is to empower you with the knowledge and tools to enrich your financial journey. We’re dedicated to providing educational resources that help you confidently navigate the complexities of personal finance in today’s fast-changing world.
We recognize the value of staying informed to make sound financial decisions. Through our materials, you’ll discover practical insights, strategies, and tips designed to support smarter financial choices.
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 defence.
In personal finance, just like in sports, a good defence 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:
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 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.
For over 25 years, he has been supporting financial advisors with written articles, individual case consultations, and educational webcasts.
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.
A third party is an individual or entity, other than the account holder or those authorized to give instructions about the account, who directs what happens with the account. For example, if an account were opened in one individual’s name for deposits that are directed by someone else, the other person or entity would be a third party.
