News and resources for Canada's top financial advisors
Est. 1998
Industry
Giving Tuesday is all about supporting charities and volunteering, so help your clients learn more about giving.
By Staff |November 29, 2016
1 min read
Planning and Advice
But smaller, local charities rate poorly in their use of technology
By Staff |October 12, 2016
In a low-growth environment, philanthropic foundations are increasingly seeking out higher-risk investments.
By Bryan Borzykowski, Canadian Business |May 20, 2016
2 min read
Sharon’s son was diagnosed with Batten disease at age 9, and succumbed 10 years later. Batten disease is a rare disorder of the nervous system with no cure. Sharon, who also has a teenage daughter, has vowed to find that cure. She’s particularly motivated because the disease is genetic, and her daughter’s future children could […]
By Allan Tong |May 6, 2016
4 min read
A five-month investigation reveals an overlooked aspect of insurance policy donations
By Melissa Shin |March 10, 2016
18 min read
Almost 60% of Canadians plan to make it a priority to donate to charitable causes in 2016, finds a BMO Wealth Management report. Other priorities include becoming healthier, spending more time with family and friends, and improving their overall financial situation by spending less, saving more and paying off debt. When thinking about which charities […]
By Staff |January 5, 2016
Estate Planning
If clients want to put some green toward green causes, let them know they can also donate land and real estate -- and save tax at the same time.
By Staff |December 24, 2015
Montreal Canadiens player P.K. Subban is donating $10 million Montreal General Children’s Hospital, says the NHL.
By Staff |September 16, 2015
Like compound interest, compounding goodwill means that the efforts you put forward compound and then return back to you in increasing amounts. Here's how we use that to build our brand.
By Craig White and Grant White |July 8, 2015
3 min read
Tax News
Few Canadians are claiming the first-time donors super tax credit, reports The Globe and Mail. The credit, which was launched in 2013, lets people donating to registered charities for the first time claim an additional 25% non-refundable tax credit. The Globe says uptake has been just 20% of what the government predicted it would be. […]
By Staff |March 2, 2015
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