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Parama is proud to host this special event in partnership with Aviso Wealth.
Transfer your wealth: share, protect and leave a legacy.
Over the course of our Wealth Evolution series, we looked at how to protect your wealth in Part ONE and how to grow it in Part TWO. Now, in Part THREE, we turn to the question of transfer: how to share your wealth in life, at death and beyond
Learn about:
- Lifetime gifts, loans and forgiveness
- Spousal rollovers, from gifts to guardianship of minors
- Wills and estate planning, your way
- Powers of attorney and preserving property
- Joint ownership between spouses and others
- Trust needs, reporting, tax and costs
- Insurance beneficiaries and estate bypass
- Probate planning proportionate to benefit
- The roles of executors, attorneys and trustees
Register for this free webinar today!
Topic: Wealth Evolution – Part THREE: Wealth Transfer
Date & Time: Wednesday, October 7, 2026 (two sessions available)
Platform: Zoom
Cost: Free!
Session 1: 9AM PT / 12PM ET – Register here
Session 2: 12PM PT / 3PM ET – Register here
Passcode to access the video recording: 76Q^Pb=F
This link will expire December 2, 2026.
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.
