Business Succession Planning

You're invited to join our upcoming Business Succession Planning webinar with Libro’s VP of Wealth, Paul McQueen and Aviso Wealth Inc.’s Tax & Estate Specialist, Doug Carroll, who will help you navigate the complexities of passing on your business to the next generation. 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.  

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.