News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Canadian Suit Drive provides free suits and professional clothing to men seeking to turn their lives around.
By Staff |July 3, 2014
2 min read
Industry
Women are leading the way when it comes to philanthropy in Canada.
By Staff |June 23, 2014
Estate Planning
Your wealthy clients want to give to charity, but chances are they don’t know how to make efficient donations.
By Jessica Bruno |June 13, 2014
3 min read
Charities wouldn’t be as effective without paid employees
By Staff |June 5, 2014
1 min read
Fewer Canadians are donating to charity. Statistics Canada reports donations fell nearly 2% to $8.3 billion in 2012. What’s worse, the number of people giving slipped 1.4% to 5.6 million.
By David Wm. Brown |May 9, 2014
Many clients wish to leave money to charities after they die.
By Staff |May 5, 2014
Save tax by donating life insurance with this new CRA rule.
May 2, 2014
One-in-five Canadians with a written will (22%) plan to leave some of their estate to charity, finds a Scotiabank poll.
By Staff |April 22, 2014
Economic Indicators
The foundation of Warren Buffett’s son, Howard Buffett, is supporting the Selous Game Reserve in Tanzania, reports Treehugger.
By Staff |April 17, 2014
Tax News
Habitat loss and degradation are the greatest threats to biodiversity in Canada today. Thanks to Environment Canada’s Ecological Gifts Program, with its unique tax advantages, more Canadians can leave a legacy for tomorrow and receive a tax break today.
By Natasha van Bentum |April 7, 2014
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.