Crossroads Credit Union - Personal & Business Banking

Journey to Financial Planning: Part TWO: Managing money-me

Join Doug Carroll, resident tax expert and your guide to better financial habits to explore the path that starts with being an active earner and steadily advances toward becoming a serious saver. Along the way, Doug will share strategies for managing essential expenses, using credit wisely, and avoiding (or overcoming) debt pitfalls. He’ll also introduce you to budgeting behaviors that really work and highlight accessible software tools to help you get started.

Don’t miss out on this opportunity to strengthen your financial foundation and build smarter habits for the future. Register today to gain actionable insights and make meaningful progress on your financial goals.

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

About the presenter:

Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., 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 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.