For Professional Advisors

Help Your Clients Create a Legacy of Giving

In addition to entering prime giving years, many of your clients may be facing wealth preservation and transfer issues. They may be asking themselves questions that are difficult to answer, such as:

  • "How can we prepare our heirs so that wealth is a force of good in their lives and not a burden?"
  • "How can we share our good fortune with causes important to us, now and beyond our lifetimes?"
  • "Is there a tax-preferred way to establish a family foundation without creating unwelcome public scrutiny and an enduring administrative nightmare for our heirs?"

In response to such inquiries, shouldn't YOU have easy-to-recommend gift planning solutions to offer your clients?

If you're an advisor who wishes to learn more about the options for enhanced, 'tax-wise' charitable giving in Canada, you've come to the right place. We're here to help!

Browse our website to learn more about the services we offer and when you're ready, call us at 1.888.613.6910 for a complimentary, 'no obligation' consultation on what's possible...and how we can help you help your clients structure and simplify their philanthropy. Now that's good advice!