CU Financial Management

Live webinar invitation – Year-end tax tips – 23 for 2023!

Register today!

Webinar topic: Year-end tax tips – 23 for ‘23
Date & Time
: Wednesday, November 29, 2023 (two sessions available)

Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom

Cost: Free!

Session 1: 1:00 pm – Register here

Session 2: 4:00 pm – Register here

If you’re seeking tax saving opportunities, relevant to both the time of year and the stage in your life, join tax expert Doug Carroll for this special 60-minute webinar. During this session, Doug will share 23 tax tips for you to consider before year-end to keep your finances on track in 2024.

Doug will walk you through 2023-specific changes to be aware of, such as the introduction of the new First Home Savings Account (FHSA), the end of the streamlined process for claiming work-from-home tax breaks, and cautions for those contemplating or carrying spousal investment. He will also provide important information for investors and business owners on standard year-end tax-savings topics.

Year End Tax Tips 2023 Summary Document

We are proud to host this special event in partnership with Aviso Wealth.

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: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.

CU Financial Management ™ an affiliate of Provincial Credit Union, is a comprehensive program which offers "one-stop" integrated services including:

  • Investment Planning
  • Personal Insurance
  • Retirement Planning
  • Estate Planning

Serving members of Provincial Credit Union, we are dedicated to keeping pace with the changing need of our owners at all stages of their lives.  That's why we offer the very best financial planning and money management for owners who want to do the most with what they have.

CU Financial Management ™ offers comprehensive insurance products to protect your family, retirement and small business.

  • Income Replacement
  • Disability Insurance
  • Long Term Care Insurance
  • Critical Care Insurance


For further information or for a no cost, no obligation appointment, contact one of our CU Financial Management ™ Financial Advisors to get started.

Krista Ahern 902-888-5530 Summerside |Tyne Valley | Wellington
Joe MacDonald 902-626-3545 Charlottetown | Souris
Candace Champion 902-836-2454 Kensington | North Rustico
George Weatherbie 902-626-3545 Charlottetown | Montague | North Rustico | Stratford
Sharon Gallant 902-853-6020 Alberton | O'Leary | Tignish