Wealth Planning

Most in the field of personal finance agree that financial planning is an essential part of keeping your finances on track. For many people, though, a full financial plan can be expensive, time-consuming to prepare, and generate complicated output not appropriate in all situations. Wouldn’t it be nice if there were a simpler way to get a holistic view of your changing wealth management needs and track progress towards meeting your future financial goals?  We can help!

 

 

Charitable Giving

Canadians are known worldwide as compassionate people, who give generously to charities and humanitarian organizations. In fact, federal and provincial budgets contain tax incentives to encourage charitable giving by Canadians, both personally and through businesses. Given that there are over 86,000* registered charities in Canada, there has never been a better time for private and corporate citizens to include large gifts as part of their tax, financial and estate plan. Please see the articles below for the benefits and steps to making different types of charitable donations.

Charitable donations of securities

Charitable donations through your corporation

Charitable giving through life insurance products