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Wealth and Investment Webinars

At Kindred, we want you to make peace with your money. Wherever you are on your financial journey, it’s important to learn all you can about your finances and the options available to you. That’s why Kindred, in partnership with Aviso, is inviting you to attend any of our upcoming Wealth and Investment Webinars.

Date Topic Host Description Register 
May 24 at 12:00 pm Do-It-Yourself Investing Webinar
(Qtrade Direct Investing/Qtrade Guided Portfolios)
Digital Wealth Specialist Are you interested in do-it-yourself investing, or investing mainly on your own with some advice? Aviso Wealth's Digital Wealth Specialist will walk you through the online investment accounts available to Kindred members, and how to setup your own accounts.
May 31 at 12:00 pm and 3:00 pm First-time Homebuyers
(includes RRSP-HBP, TFSA and new FHSA)
Doug Carroll There are great tax-advantaged strategies for using investments to fund your first home purchase. During this webinar you will learn more about how to utilize government programs such as the Home Buyers Program and the new Tax Free First Home Savings Account. 12:00 pm ET 3:00 pm ET
Sept 27 at 12:00 pm Disability Needs, including RDSP Doug Carroll People with physical and mental disabilities often face serious financial challenges, so it helps to understand what public financial assistance and relieving tax measures are available, and how they can be coordinated with private planning steps.

Registration form
coming soon!

Oct 25 at 12:00 pm Charitable Giving Doug Carroll You support your favourite charitable causes because you care. By understanding how donation tax rules work, you can strategically – and legally – exploit the system, reducing your cost to donate, increasing what the charity receives, or both.

Registration form
coming soon!

Nov 29 at 12:00 pm Year-End Tax Tips Doug Carroll Join us for a special webinar where tax expert Doug Carroll reveals tax tips to consider before year-end that will help keep your finances on track for 2024.

Registration form
coming soon!

Whether you don’t know where to begin, or you just want to check that you are on the right track, Kindred wants to help you live your values and love your banking. Sign up for one of our Webinars today!