Year-End Tax Tips

Tuesday, Oct 21st, 2025
12:30 p.m. – 1:30 p.m.

Timely tactics to trim your tax exposure. 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 both time of year and time in your life, to help you keep your finances on track.

TOPICS INCLUDE: Bonus headstart for the coming year • Saving and retirement • Spouses & families • Homeowners and house hunters • Disability needs • Investors and markets • Business matters • Estate planning and charity

Presented by:

Doug Carroll

BBA JD LLM(Tax) CFP TEP RIS
Tax & Estate Specialist for Aviso Wealth

• Doug Carroll is the Tax & Estate Specialist for Aviso Wealth, a wealth management partner to Credit Unions across Canada.
• He previously ran an estate planning law practice, and was an advanced case consultant with a life insurer and a mutual fund provider.
• Doug also holds a business degree and a Master of Law specializing in Tax, and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
• He’s been doing this for 30 years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts like today.