News and resources for Canada's top financial advisors
Est. 1998
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
2 min read
Industry
When Mark Axelowitz isn’t managing money, he’s memorizing lines.
By Staff |February 14, 2014
1 min read
Make sure clients can claim donations
By Jamie Golombek |December 10, 2013
3 min read
Planning and Advice
When it comes to helping businesses prosper in Victoria, B.C., Philip Bisset-Covaneiro is a YES man. That stands for Young Entrepreneurs Society, a non-profit he established in Victoria in 2007 and still chairs.
By Stuart Foxman |December 3, 2013
Economic Indicators
Seventy-four of Toronto’s top business and community leaders spent a chilly, damp night sleeping on the pavement to raise more than $700,000 for homeless kids at Covenant House, Nov. 21.
By Staff |November 22, 2013
Goldman Sachs has given $1.6 billion to charity since 2008 through its foundation, reports the New York Times.
By Staff |November 1, 2013
Community foundations help clients give back
By Melissa Campeau |August 9, 2013
7 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
Estate Planning
You help clients build wealth. Now, help them give it away
By Christopher Mason |December 19, 2012
Would-be philanthropists often find themselves confronted with a common paradox: the larger the value of their gift, the less likely they are to feel certain about the charitable beneficiaries. Often the best solution is a donor-guided “intermediate charity” such as a donor-advised fund.
By Elaine Blades and Malcolm Burrows |September 17, 2012
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