About the webinar
Estate planning gets to the heart of why you take care of yourself, your family and your wealth – and that's why you need to make it a priority. Unfortunately, many people put it off, which raises the risk of uncertainty, added cost and conflict both for you and the people you care about.
Topics that will be discussed:
- A people perspective
- The estate planning process
- Papering the process
- Protecting your planning
- Getting it all going
This webinar will be hosted in Microsoft Teams. It is free to sign up — be sure to download the program prior to the event.
Registration closes on Tuesday, December 12 at 11:59 p.m.
About the presenter
Doug Carroll, BBA, JD, LLM(Tax), CFP, TEP
Tax & Estate Specialist, Aviso Wealth Inc.
Doug Carroll is a Tax & Estate Specialist with Aviso Wealth, a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions, as well as a range of independent financial organizations.
In his role, Doug researches case law, legislation and financial media, in order to prepare support material for financial advisors and their clients. Through published articles, financial industry speaking engagements, public seminars and in-person consultations, he assists advisors and their clients who have complex needs, particularly business owners.
He has held roles in the life insurance and investment industry at both the supplier and distributor levels. Combined with his hands-on experience running an estate planning law practice, he’s able to offer practical insights in personal wealth matters.
Apart from his legal training, Doug began his working life as a professional conference planner, and has organized and spoken at hundreds of events since the 1980’s on financial planning matters, particularly on tax-informed insurance and investment issues.
He contributes to and has been quoted in financial industry media including Globe & Mail, National Post, Toronto Star, Montreal Gazette, BNN, CTV, Global TV, TVOntario, 680News, Advisor.ca, Advisor’s Edge Reports, Investment & Insurance Journal, Morningstar, Investment Executive, Advocis Forum, Sirius XM Radio, Daily Hive, & Yahoo Finance.
Doug holds a Bachelor’s degree in business administration (BBA), a juris doctor (JD, the equivalent of LLB), and Master of Laws (LLM) with a specialization in taxation. He is also a Trust and Estate Practitioner (TEP) and a Certified Financial Planner (CFP), and previously sat on the Board of Directors of the Financial Planning Standards Council, the overseeing body for CFP professionals in Canada.
Professional qualifications aside, Doug gets the greatest satisfaction when people say he … “actually speaks English when he speaks law.”
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: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.