Home Submitted by: Jennifer Poon, CPA, CA, CFP®, Director, Advanced Planning – Wealth, Sun Life Financial

Submitted by: Jennifer Poon, CPA, CA, CFP®, Director, Advanced Planning – Wealth, Sun Life Financial

Uncover 3 solutions to help clients structure a charitable donation and get the passive income they need in retirement.

  • June 8, 2016 September 25, 2018
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Do you have clients looking to donate to a favourite charity, for the first time or through their legacy? Either way, there are considerable tax credits to discuss. Find out what you need to know with ways to provide passive retirement income and a charitable donation strategy.

  • February 3, 2016 September 27, 2018
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