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Live webinar invitation – Year-end tax tips – 23 for ‘23

Topic: Year-end tax tips – 23 for 2023
Date
: Wendesday, November 29, 2023 (two sessions available) - Scroll Down to Register for Session 2

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

Join us for a special webinar where tax expert Doug Carroll reveals 23 tax tips to consider before year-end that will help keep your finances on track in 2024.

Hurry to register as space is limited!

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.

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Live webinar invitation – Year-end tax tips – 23 for ‘23

Topic: Year-end tax tips – 23 for 2023
Date
: Wendesday, November 29, 2023 (two sessions available)

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

Join us for a special webinar where tax expert Doug Carroll reveals 23 tax tips to consider before year-end that will help keep your finances on track in 2024.

Hurry to register as space is limited!

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.

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Start Building Your Credit Today!

Are you, or will you be, between the ages of 18-24 before December 31?  Eligible cards that are approved and activated before December 31, 2023 are eligible to earn a $75 statement credit!  Ask about the great benefits of the Accent Credit Union Collabria Mastercard today.
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Introducing the NEW CardWise App

Non-Business card holders can now access all of their information on this new exciting App!  Download it in the app store today!

30 Days to Report Discrepancies

Members have only 30 days to resolve an error found on their statement.  

The Terms and Conditions of the Financial Services Agreement states "I will examine my statements and tell you of any errors, irregularities or forgeries.  Unless such errors, irregulaties or forgeries are brought to your attention in writing or through email if I have electronic access, I understand and agree that after the 30 days have expired from when I am deemed to have received it, the statement and the balance shown on it are considered correct and that all payment and transactions are genuine and properly charged against my account."

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Bonus Reward Points

Your everyday spending just got more rewarding. Receive up to 15,000 Welcome Points, up to a $150 in cash equivalent, when you sign up for a new Accent Credit Union credit card! 

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Are your loans insured?

We want you to have the peace of mind knowing your home, family and other assets are protected incase the unexpected happens. Payment Protection Insurance offers affordable premiums and gives you that added sense of security when borrowing money. 

Did you know it's never too late to purchase insurance? We can give you a quote or add insurance at any stage of your loan term.

Our loans team look forward to hearing from you with any questions you may have!

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Many Canadians have basic questions about saving. ​Where should they place their money? What are the possible benefits and risks of certain options?

Making the right decisions about your savings takes careful planning. We can provide you with the tools to establish a savings plan that suits your budget and financial goals. 

If you are looking to invest in mutual funds we can refer you to one of our in house wealth consultant and financial planners; Tara Stuckel or Kim Stratulat.

Tara joined the Credential team in 2022, and is eager to serve our members.  She offers a wide range of wealth management services, and can meet members in any of our branches.

Kim has an extensive background in the financial industry and has been serving members in all three of our Accent locations since 2011. 

For referrals and investment questions, please contact our
toll free number 844-383-4155.