Finances

Establishing a Generous Legacy

By any measure, Louis* had done very well in life. In addition to raising a happy family, he had established a number of successful private business ventures and invested well in real estate and the stock markets. He kept ...
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Making a Difference with a Gift of Life Insurance

The United Nations Women recently warned that alongside the Covid-19 pandemic, women around the world have suffered a “shadow pandemic” of domestic violence. This is no ...
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Building A Charitable Legacy Using Life Insurance

As David and Anna settled into the rhythm of retired life, their thoughts turned to the future. They had always prioritized two things – family ...
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When Giving Is Good for Business: Donating Private Company Shares (Part 2)

In Part One, I introduced you to Keith and Edward, who contacted me to help them donate $100K of private company shares. Although complex rules apply, with proper planning ...
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When Giving Is Good for Business: Donating Private Company Shares (Part 1)

Edward & Keith always knew they wanted to work together. After earning their CPA designations, the brothers took the plunge and went into business together. ...
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Markets Are Looking Up, and Your Charitable Giving Can Too

Instead of spending fun times at our favourite amusement parks over the past few months, many of us have been riding a different kind of a rollercoaster. Along with ...
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Support Your Favourite Charity with Gifts of Securities

Fred Smith* is a big-hearted man, and has always donated a percentage of his annual income to charity. When the homeless shelter in his city launched a fundraising campaign to construct ...
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Donating bonds

Donating Bonds: An Efficient Solution in Crisis

Donating bonds is a great option to explore when stock markets drop, and interest rates start to fall. Individuals and corporations that donate publicly traded ...
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Mom and kids at computer.

Dollars and Sense

Good manners tell us that we shouldn’t talk about money because it isn’t polite. At the same time, we are bombarded with constant conflicting messages. One ...
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Building a Foundation in Financial Literacy

By Darren Pries Klassen, CEO This week, children across the country are starting a new school year. Whether it is the first day of kindergarten ...
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