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Gift in a Will
Gift of Registered Account
Gift of Life Insurance
Gift of Publicly Traded Securities
For Professional Advisors
Board of Directors
For This Business, Generosity is the Bottom Line
March 2, 2020
Today’s marketplace may be dominated by large corporations duty-bound to deliver ever-increasing profits, but for 40 years Norm and Joan Smith* ran a prosperous agriculture ...
A Generous Dream Come True
October 29, 2019
Edward and Felicity Jones’* life together had settled into a happy rhythm. Their day-to-day needs were simple, and thanks to sensible planning, their retirement income ...
Giving in Retirement
September 3, 2019
Retirement. At twenty, we rarely think about it. At 45, we dream about it. And, at 55 we worry about it. A significant amount of ...
Having the Time of Their Lives: An Unconventional Retirement
March 25, 2019
Finding Enough Time in the Day It is an undisputed fact that there are only 24 hours in every day. It often feels that our ...
A Different Kind of Legacy
June 22, 2018
Sherri Grosz, Gift Planning Consultant Over the course of their life together, Doug and Heather Leung* raised a happy family and built up a successful ...
Simple Giving Near and Far
Generosity in a Time of Social Distancing
Gratitude in Hard Times
Generosity Lives On (Part Two)
Generosity Lives On (Part One)
Minimizing Taxes, Maximizing Generosity
Will and Estate Planning
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