News and resources for Canada's top financial advisors
Est. 1998
Industry
Community foundations help clients give back
By Melissa Campeau |August 9, 2013
7 min read
Estate Planning
As superhero movies take over the box office, clients can do their part to help humanity by using the new First-Time Donor’s Super Credit (FDSC). How the tax code treats donations
By Frank Di Pietro |July 22, 2013
4 min read
GMP Capital says its subsidiary, GMP Securities, is holding a charity trading day.
By Staff |June 24, 2013
1 min read
When charity and arts come together they can do wonders. They can save rainforests, and with a dash of celebrity support, even tigers in Nepal.
By Vikram Barhat |May 16, 2013
2 min read
The Canada Revenue Agency (CRA) will revoke the registration of Marketplace Ministries International, a Scarborough-based charity. The notice of revocation will be published in the Canada Gazette with an effective date of March 16, 2013.
By Staff |March 18, 2013
Planning and Advice
There can be tax advantages to donating money to a charity at death, but don’t let your clients waste those advantages.
By Barry Corbin |February 13, 2013
3 min read
The SEC has charged a husband and wife who raised millions of dollars selling investments for a purported charitable organization in Tallahassee, Fla., while defrauding senior citizens and significantly exaggerating the amount of contributions actually made to charity.
By Staff |February 5, 2013
'Tis the season to give, and what better way to do so than to give to those less fortunate?
By Staff |December 24, 2012
This holiday season, many Canadians are opting for charitable giving rather than handing over a traditional gift-wrapped present to family, friends and colleagues. In fact, almost two-thirds of Canadians (62%) say they would prefer having someone make a donation on their behalf instead of receiving a gift, finds a study by BMO Harris Private Banking. […]
By Staff |December 21, 2012
Kickstarting the donation discussion with clients can be difficult, so here's 10 situations that might spur clients to give.
By Staff |December 11, 2012
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.