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    Wealth and Investment Webinars

    At Kindred, we want to help you Make Peace with Your Money®. Wherever you are on your financial journey, it's important to learn all you can about your finances and the options available to you. That's why Kindred, in partnership with Aviso Wealth Inc.*, is inviting you to attend any of our upcoming complimentary webinars.

    Date Topic Description Presented by: Register 
    Recorded Oct 30, 2024 Retirement Decumulation A critical point in retirement planning is when switching modes from building savings to drawing from them. We'll review five categories of wealth savings and the range of individual sources within each, then look at prioritizing the drawdown order among them, driven by lifestyle intentions. Doug Carroll
    Tax and Estate Specialist
    Aviso Wealth
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    Use password &bEjk9&K to access the recording.
    February 26, 2025 at 12:00 pm Business Succession Planning Your business is the source of your income, and the store of years of hard work.

    Whether you’re thinking of selling or succession, a variety of estate planning issues and options lie ahead that will inform the who, when and how of a successful plan.    		 Doug Carroll
    Tax and Estate Specialist
    Aviso Wealth
    Register to Attend
    April 7, 2025 at 12:00 pm Socially Responsible Investing Hear the latest insights into what NEI Investments (Canada’s leader in responsible Investing) is doing to better investor and societal outcomes from their evolving platform. Learn about some of NEI’s biggest success stories at home and across the world.

    In this webinar we will answer: What is Social Responsible Investing and why it is important today? Performance vs Positive Societal outcomes – can we get both without sacrificing?    		 William Orr
    Vice President, Sales
    NEI
       Register to Attend
    June 4, 2025 at 12:00 pm DIY Investing As a compliment to your financial advisor at Kindred Credit Union Qtrade Direct Investing is a do-it-yourself platform that members can use to manage their money to meet their financial goals. This webinar will provide guidance on how Qtrade Direct Investing can help you meet your personal financial goals. Terry O'Brien
    Regional Director
    Qtrade Direct Investing
       Register to Attend
    October 22, 2025 at 12:00pm Canadians with US properties Whether property owners, renters or just visiting, Canadians spend a lot of time south of the 49th parallel. This can lead to estate and tax headaches for the unprepared. From Wills to substitute decisions, day counts to tax deadlines, and real estate issues in between, snowbirds have to carefully consider their southern exposure. Doug Carroll
    Tax and Estate Specialist
    Aviso Wealth
       Register to Attend
    November 26, 2025 at 12:00pm Year End Tax Tips Year-end is a time when we start thinking about winding down. But in the field of tax planning, that annual deadline is when we need to take stock, and potentially take action. We'll look at tax saving opportunities prompted by time of year and time in your life, to help you keep on track. Doug Carroll
    Tax and Estate Specialist
    Aviso Wealth
       Register to Attend

    Whether you don't know where to begin, or you just want to check that you're on the right track, Kindred and Aviso Wealth want to help you live your values and Make Peace with Your Money. Sign up for one of our webinars today!

    NEI >> Demand More. we do.
    QTrade

    * Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing and Aviso Wealth and divisions 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 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.

     


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