Charitable giving and foundations

 February 28, 2023 |James Dryden
Achieve your charitable goals for incorporating charitable giving as part of wealth and legacy planning.
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Global Insight 2023 Outlook

 February 28, 2023 |James Dryden
The expected recession from an investment perspective
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Financial Considerations for Caregiving and Age Related Issues

 February 28, 2023 |James Dryden
Why we need to plan ahead for the cost of care
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Gaining greater confidence about health care in your later years

 February 28, 2023 |James Dryden
Your complimentary wellness consultation
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Formalized Donation Options

 February 28, 2023 |James Dryden
Beyond a gift to a charity, there are many other ways to support causes that are important to you. This article discusses some of the formalized options of charitable giving, including private foundations, donor advised funds and endowment funds
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Early 2022 Tax Tips

 February 28, 2023 |James Dryden
Strategies for early 2022
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Who is your Trusted Contact Person?

 February 28, 2023 |James Dryden
Your trusted contact person is someone you choose who can help us protect your financial well-being.
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Canada Votes

 February 28, 2023 |James Dryden
It feels like déjà vu
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Renewable Energy

 February 28, 2023 |James Dryden
Are they good investments?
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2021 Year End Tax Planning

 February 28, 2023 |James Dryden
As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To ensure that you leave no stone unturned, here’s a summary of some common year-end tax planning strategies.
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