’Tis the season for charitable planning

By Staff | December 2, 2011 | Last updated on September 15, 2023
1 min read

As the shops fill and the messages of merriment and good cheer are sent out, what better time to think of the less fortunate than during this season of giving? Are you considering philanthropy as part of your clients’ financial plans?

We can help. In this series Anne Brayley, vice-president, professional advisory services at the Toronto Community Foundation, speaks to experts in the field of philanthropy.

Demographics sway philanthropic choices Sara Plant, vice-president and national director, wealth services at BMO Harris Private Banking, talks about high-net-worth clients and their approach to philanthropy.

Personal Stake Susan Latremoille, director, wealth management, at Richardson GMP, shares her experience with community foundations and their role in philanthropy.

Tax developments for philanthropists Heather Evans, managing partner, tax at Deloitte & Touche, discusses how the current tax environment influences trends in philanthropy.

Donations with benefits Jamie Golombek, managing director, Tax and Estate Planning at CIBC Private Wealth Management, explains how philanthropy fits into a wealth management plan.

The greatest gift Gwen Harvey, founder and president of Bridgewater Family Wealth Services, talks to Anne about integrating family philanthropy into an intergenerational wealth plan.

Advisor.ca staff


The staff of Advisor.ca have been covering news for financial advisors since 1998.