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Parama is proud to host this special event in partnership with Aviso Wealth.
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.
Topic: Wealth Evolution – Part TWO: Wealth Growth
Date & Time: Wednesday, June 3, 2026 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!
Session 1: 9AM PT / 12PM ET – Register here
Session 2: 12PM PT / 3PM ET – Register here
Thanks to everyone who joined us for Part ONE of our Wealth Evolution webinar series, “Wealth Protection”!
Doug Carroll shared valuable insights on how insurance can safeguard your income and secure your family’s financial future.
Passcode to access the video recording: 75jE@U=5
This link will expire December 2, 2026.
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.
