Journey into financial planning
Event details
February 1212:00 PM
Virtually via Teams
Journey into financial planning
Learn about financial planning by signing up to attend our live webinar. A recording of the event will be provided to all those who sign up.
About the webinar
The phrase ‘financial planning’ can seem deceptively simple, while being incredibly powerful. It's about exploring and understanding the full range of financial elements in your life, then organizing to be fully comfortable and confident with where you are, and where you're going.
Topics that will be discussed:
- Path – Name of the game
- Principles into practice
- Purpose – Your ultimate destination
- Pilot to co-pilot
- Positioning CEO to PEO
- Passenger list
- Plugging in all the parts
- Portfolio of planning tools
- Routinized process
- Tracking progress
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, February 11 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, 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 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.