Finances

Using Your Generosity Plan™ for Tax Efficient Giving

Using Your Generosity Plan™ for Tax Efficient Giving

The recent surge in real estate prices has inspired many Canadians to put property on...
Impacting Generations

Impacting Generations

The Konrads have demonstrated generosity since the beginning of their relationship, a value they both...
Freedom to Take Your Time

Freedom to Take Your Time

From the time we are young, we are taught that decisions about money are not...
Donate Now, Disburse Later

Donate Now, Disburse Later

Are you facing additional or unusual taxable income? Consider a Generosity Plan™ to help you...
A Business Option Worth Considering

A Business Option Worth Considering

Business succession planning provides the perfect opportunity to use strategic generosity to fulfill your charitable...
Worth the Effort: Donating Private Company Shares

Worth the Effort: Donating Private Company Shares

Writing a cheque may be the most obvious way to give to charity, but if...
Sally was afraid it would be too complicated for her corporation to donate publicly traded securities until a Generosity Plan™ made charitable giving tax efficient and easy.

No Fear – Just Philanthropy

Sally* is the sole shareholder of a holding company with an investment portfolio of publicly...
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Planning for a Generous New Year

Michael and Shalen* had weathered the economic shifts and shutdowns of 2020 relatively well, but...
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A New Holiday Tradition

Christmas is just around the corner and there are still lots of opportunities to practice...