Lindsay Redden PFP, QAFP, RIS

Cottage & Cabin Succession planning recording, in case you missed it!

In case you missed it, we recorded the live webinar with Lindsay Redden PFP, QAFP, RIS and Doug Carroll, Tax & Estate Specialist with Aviso Wealth. Inc. talking to us about Cottage and Cabin Succession.

Watch the recording: https://hubs.li/Q01hBr3Z0

Jump on the live webinar @ 9am on April 12th!

Farm succession is not as easy as just handing over the keys. It involves complex decision making that presents challenges and opportunities.

On Tuesday, April 12 from 9 a.m. - 10 a.m. we are hosting a live webinar with Doug Carroll, Tax & Estate Specialist with Aviso Wealth Inc. to talk about Farm Succession Planning. Some of the topics being covered are:

- Estate planning
- Strategic application of targeted tax rules
- Retirement planning
- Farm management plan
- Heir/ownership plan
- Lifetime capital gains exemptions
- And so much more

No registration is required. Just use this link on Tuesday, April 12 at 9 a.m. to join the call: https://hubs.li/Q0179GBz0

If you are unable to attend, please contact us and we will send you a recording of the event.

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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: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.