Edward J. C. Martin

Caritatis Wealth Management

About Edward J. C. Martin

Give. Smarter.

Charitable giving is a noble pursuit. However, are you just writing cheques or do you have a strategic plan for your legacy? We work with individuals and families to help them move from transactional charitable giving to a high impact strategic framework to help maximize and achieve their charitable goals.

 

Typical Clients

Give. Smarter.

What do you want your legacy to be? Utilizing such tax favoured plans as Donor Advised Funds, we work individuals and families on a tax-efficient charitable giving strategy that harmonizes with their broader wealth management plans.