News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
A survey provides insights
By Staff |June 20, 2019
2 min read
Advisor's Edge
Knowing the basics can help advisors strengthen relationships
By Jessica Bruno |February 25, 2019
5 min read
Tax News
Find out which province is home to the most generous Canadians
By Staff |December 20, 2018
1 min read
Estate Planning
A TD survey reveals a generational shift in legacy giving
By Staff |November 13, 2018
Economic Indicators
The amount Canadians donate to charities has hit a 10-year low, a study from the Fraser Institute says. The report, Generosity in Canada and the United States: The 2017 generosity index, says Americans donated more than three times the share of income Canadians did in 2015 tax returns. Not only did Canadians give a lower […]
By Staff |December 13, 2017
Compared to previous generations, millennials are more trusting of charities. However, that good faith isn’t translating into donations: in fact, the 18- to 34-year-old group is giving less, says an Angus Reid Institute and Charitable + Impact survey. Financial constraints are the main obstacle for millennials, with 94% citing that as the reason for not […]
By Staff |December 6, 2017
Industry
A lack of financial means is a major factor for some.
By Staff |November 28, 2017
Tips for maximizing generosity
By Jessica Bruno |November 24, 2017
10 min read
In Canada there are more than 86,000 charitable organizations. This guide helps you choose where to give.
By Mark Brown, MoneySense |November 30, 2016
Giving Tuesday is all about supporting charities and volunteering, so help your clients learn more about giving.
By Staff |November 29, 2016
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.