Are you ready to maximize your tax savings as year-end approaches? Join tax expert Doug Carroll for an engaging 60-minute webinar focused on effective tactics to trim your tax exposure. This pivotal time of year is the perfect opportunity to assess your financial situation and take strategic action.
In this session, Doug will explore tax-saving opportunities that align with both the calendar and your personal circumstances. You’ll gain valuable insights into high-level strategies designed to keep your finances on track as you prepare for the upcoming year.
Topics will include effective methods for maximizing retirement contributions, optimizing deductions, and planning for spousal investments and family finances. Don’t miss this chance to enhance your tax strategy and secure a brighter financial future.
Topic: Year-End Tax Tips
Date: Wednesday, November 13, 2024 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!
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
The FHSA is a registered savings account designed for prospective first-time homebuyers. Similar to an RRSP, it allows you to make tax-deductible contributions. But what sets it apart is its non-taxable withdrawals, similar to a TFSA, which you can use towards purchasing your first home. Plus, you don’t have to ‘pay back’ that withdrawal like you do when you use funds from your RRSP for a down payment.
Radius Credit Union is transforming our services to better serve you with a brand-new website, online banking, and mobile app experience. We have lots to share so please read on about all the new and improved digital products and services we have to offer.
A new way to manage your Radius Credit Union Collabria Mastercard® credit card is here. Be one of the first to experience the security and ease of CardWise Online and Mobile! Use the mobile app or online platform to view your balance, customize transaction alerts and controls, block merchants, and more – all in one place.
Visit www.cardwiseonline.ca or download the CardWise app from your phone’s app store today to start managing your credit card digitally.
Radius Credit Union Ltd. offers high quality employment with a competitive compensation package, future growth opportunities, and a quality work-life balance. Our employees live, work, and get involved in our communities.
You bring your knowledge and your experience.
We help make the most of your investments.
Together, we can achieve anything. That’s the Qfactor.
Radius Credit Union is offering a special loan program for you to go green! This means you get lower rate financing for exploring “green energy” options!
At Radius Credit Union, our vision is to work together to strengthen our communities and provide the best options to meet your financial needs.
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