The 7 Steps to Donating Securities
Here’s a little known trick more Canadians should know about – using securities (such as stocks, bonds, and mutual funds) to make a charitable donation…
Will Power Library
Resources and stories about all aspects of legacy giving.
Financial Advice for Your Future: Everything You Want to Know About RRSPs
Most us know what an RRSP is, right? Maybe you already have one. But are you aware of everything it…
A Financial Advisor’s Top Tips for Donating More Effectively
Donating to charity is a pretty straightforward process, right? Well, you may be in for a pleasant surprise. There’s a whole world of financial strategies…
Democratizing Philanthropy: How you can contribute to a more equal society using your Will
Philanthropy can be unfair. There is a power imbalance that has left many charities – and the communities that rely on them – behind. The…
Women, Estate Planning, and Philanthropy: Re-Defining What’s Possible
As a Financial Planner, I know that estate planning (if understood at all) is often perceived as being something that only rich people do. The…
Writing Your Will May Be the Kindest Thing You Do for Your Loved Ones
Are you one of the 49% of Canadians that don’t have a Will? Or maybe you do have a Will but there have been changes…
How a Donation in Your Will Can Benefit You AND Your Family
The idea of leaving a charitable gift in your Will might have you wondering: why would I leave a gift to charity in my Will…
Three Reasons to Speak to an Advisor When Planning Your Will
What comes to mind when you think about your Will? Your first thought may be about what you will leave behind for your loved ones.