Mutual Funds

Grow Your Wealth: Tax-driven Investment Strategies

Join us for Part TWO of the Wealth Evolution webinar series where we explore how to complement your traditional investments using unique insurance features.

Insurance is more than just a safety net for your family. It also provides powerful ways to build and expand your wealth. We are excited to welcome Doug Carroll, resident tax expert at Aviso Wealth Inc., for the second session of our Wealth Evolution series. Doug will show you how to shift your focus from simply protecting your money to actively growing it. You will learn practical strategies for tax-sheltered investment growth and discover smart ways to set up tax-deferred intergenerational wealth transfers.

Learn about:

  • How to achieve tax-sheltered investment growth using insurance structures.
  • Smart strategies for tax-deferred intergenerational wealth transfers.
  • Ways to secure lifelong income and gain market exposure using insurer guarantees.

Whether you want to maximize your current savings or plan a smooth transfer of assets to the next generation, this session provides the clear, actionable insights you need to keep your financial future on track.

Register for this free webinar today!

Wednesday, June 3 {9am PT / 12pm ET}                                Wednesday, June 3 {12pm PT / 3pm ET}

(Name)                                                                                           (Name)

(Email)                                                                                            (Email)

(Credit Union Name)                                                                    (Credit Union Name)

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About the presenter

The Winnipeg Police Credit Union is a great place to do your day-to-day banking, but we're also a great place for your investments.

We know your money is important to you and it's important to us too. That is why we have partnered with Aviso Wealth Inc., a leader in the area of wealth management and the investment and insurance provider of choice for Canadian Credit Unions and their members.

Here at WPCU we offer investors access to a wide variety of mutual funds through Aviso Wealth, a mutual fund dealer, created in part by Canada's Credit Unions, to help people just like you.

To learn more about Aviso Wealth go to www.aviso.ca

To learn more about about NEI go to www.neiinvestments.com

 

 

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds securities and cash balances are not insures nor guaranteed, their values change frequently and past performance may not be repeated.

*NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. 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.