Philanthropy

Decorative pattern

Estate Planning

Help clients give away assets

Gifting assets during one’s lifetime is fraught with legal and tax traps

By Elaine Blades |November 27, 2015

4 min read

Decorative pattern

Estate Planning

A new formula for tax-efficient philanthropy

Client profile Annabelle Bonheur*, 56, is a biochemist at a major pharmaceutical company and makes $325,000 a year. Her deceased parents left her a large inheritance, which includes shares in two private companies and a three-acre tract of land not far from her home in Oakville, Ont., that will likely be a future hotspot for […]

By Dean DiSpalatro |October 9, 2015

7 min read

Decorative pattern

Estate Planning

Tax break today, legacy tomorrow

As a young boy, Jim Little spent many hours observing wildlife near his grandparents’ land in Peace River Country in northern British Columbia.

By Natasha van Bentum |March 2, 2015

5 min read

Decorative pattern

Market Insights

How helping charities boosts assets

Well-meaning charitable board members usually gather quarterly to make decisions about how to invest millions of dollars

By Jessica Bruno |February 6, 2015

5 min read