News and resources for Canada's top financial advisors
Est. 1998
Industry
When Mark Axelowitz isn’t managing money, he’s memorizing lines.
By Staff |February 14, 2014
1 min read
Tax News
Clients who benefit from charity won’t always get the tax break
By Jamie Golombek |February 14, 2014
3 min read
Estate Planning
Budget 2014 has made it easier to get the maximum benefit from donations made by will.
By Dean DiSpalatro |February 13, 2014
Economic Indicators
Canadians' generosity will be on display this year with 86% reporting that they’ll engage in some sort of charitable activity during the holiday season, shows a BMO Harris study.
By Staff |December 20, 2013
Fewer Canadians are donating to registered charities, and they are giving less, a study by the Fraser Institute shows.
By Staff |December 16, 2013
2 min read
Make sure clients can claim donations
By Jamie Golombek |December 10, 2013
Wealthy have returned to pre-recession levels of support for charities.
By Staff |November 14, 2013
Boomers in the U.S. contribute 43% of all giving, finds a new study. Meanwhile, 11% of Gen Y donates to charities, and 20% of Gen X.
By Staff |August 9, 2013
Community foundations help clients give back
By Melissa Campeau |August 9, 2013
7 min read
Beth Israel Medical Center let copper heiress Huguette Clark live in a hospital room for 20 years while various officials campaigned her for donation dollars, says the New York Times.
By Staff |May 31, 2013
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.