Resources

 

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At KCCU Wealth Solutions, our mission is to empower you with the knowledge and resources needed to enhance your financial literacy. We are committed to providing you with access to educational materials that will support you in navigating the complexities of personal finance in today's rapidly evolving world.

We understand the importance of staying informed and equipped to make sound financial decisions. That's why we continuously update our content to offer you the tools necessary to address your financial needs effectively.

By engaging with our materials, you can gain valuable insights, strategies, and tips to make informed choices about your finances. We are dedicated to supporting your journey towards financial well-being and are here to assist you every step of the way. Let KCCU Wealth Solutions be your partner in building a secure and prosperous financial future.

Video Library

April 22nd, 2025
Anne discusses What to do with an unexpected windfall, watch the video here

April 8th, 2025
Anne discusses Critical Illness Insurance, watch the video here

March 27th, 2025
Anne discusses How to Secure Your Financial Future During Economic Instability, watch the video here

March 12th, 2025
Anne discusses Smart Strategies for a Secure Retirement, watch the video here

February 14th, 2025
Anne discusses Navigating Economic Uncertainty, watch the video here

February 3rd, 2025
Anne discusses the Key to Successful Estate Planning, watch the video here.

January 15th, 2025
Anne discusses everything you need to know about Bonds, watch the video here.

January 8th, 2025
Anne discusses the New Year Financial Planning for Success, watch the video here.

December 20th, 2024
Anne discusses the Canada Pension Plan, watch the video here.

December 6th, 2024
Anne discusses how to gift financially to your grandchildren, watch the video here.

November 26th, 2024
Anne discusses the 4 pillars of successful investing, watch the video here.

November 8th, 2024
Anne discusses charitable giving, watch the video here.

October 23rd, 2024
Anne discusses business succession planning, watch the video here.

October 8th, 2024
Anne discusses year-end tax tips, watch the video here.

September 24th, 2024
Anne discusses what to consider when going through a divorce, watch the video here.

September 9th, 2024
Anne discusses Registered Education Savings Plan, watch the video here.

August 27, 2024
Anne discusses Herd Mentality, watch the video here.

August 15, 2024
Anne discusses Dollar Cost Averaging, watch the video here.

July 31, 2024
Anne discusses Annuities, watch the video here.

Helpful Information

Navigating the impacts of the new U.S. tariffs on Canada, learn more.

Webinars

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In PART ONE of our series, Doug will share the process of organizing your financial plan and preparing for the different phases of life. Don’t miss this opportunity to set a solid foundation for your financial future.

Date: Wednesday, March 12, 2025 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!

Webinar Recording: Here
Access Password: +mke9N7V

About the presenter
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  • 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 has 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.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P

 

Articles

8 critical illness insurance myths

3 weeks 4 days ago
Critical illness insurance isn’t the same as disability insurance. Here’s what else to keep in mind when deciding how much coverage to get.

How to Steady Yourself in Unsteady Times

1 month ago
The world feels unpredictable, but uncertainty isn’t new—how we respond matters. Five strategies to regain control, make better decisions and find opportunity in disruption.

How Landlords Can Maximize Their Tax Savings

1 month 1 week ago
Maximize tax savings by understanding rental property repairs vs. improvements. Learn what qualifies for immediate deductions, how to track expenses and use property management software to simplify bookkeeping. Optimize your deductions this tax season!

4 Basic Things to Know About Bonds

1 month 3 weeks ago
Want to strengthen your portfolio’s risk-return profile? Adding bonds can create a more balanced portfolio by adding diversification and calming volatility. But the bond market may seem unfamiliar even to the most experienced investors.

Monthly Market Insights - February 2025

1 month 3 weeks ago
February 2025 was marked by heightened uncertainty in the U.S., with disruptive and protectionist policies fueling investor concerns of their impact on growth and inflation, amidst strong corporate earnings season. The new U.S. administration also stoked fear in Canada through tariff threats, but Canadian markets remained rather stable.

Navigating the impacts of the new U.S. tariffs on Canada

2 months 2 weeks ago
On February 3, Canada announced a postponement of newly proposed U.S. tariffs against Canada. The initial plan included a 25% tariff on all imports from Canada, except for energy products, which were subject to a 10% tariff, originally set to take effect on Tuesday, February 4. Ottawa, in response to the pause, has withheld its previously planned countering tariffs, which

4 Basic Things to Know About Bonds

3 months 2 weeks ago
Want to strengthen your portfolio’s risk-return profile? Adding bonds can create a more balanced portfolio by adding diversification and calming volatility. But the bond market may seem unfamiliar even to the most experienced investors.

KCCU Wealth Solutions is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of KCCU Wealth Solutions are used under licence by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities, and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. These reports are provided as a general source of information and should not be considered personal investment advice or a solicitation to buy or sell any mutual funds and other securities. The views expressed are those of the author and not necessarily those of Aviso Insurance or Aviso Wealth.