Year-end is a time when we start thinking about winding down. However, 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.
Don Tamelin, CFP, FCSI
Vice President & General Manager, Wealth Management
Coastal Community Private Wealth GroupTM
Doug Carroll, BBA, JD, LLM (Tax), CFP, TE
Tax & Estate Specialist
Aviso Wealth Inc.
When & Where:
Thursday November 19th, 2020 @ 11:00AM
This will be a virtual event.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc., which is a wholly owned subsidiary of Coastal Community Credit Union. Mutual funds and other securities are offered through Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.