Retirement

The Right Tool for the Job: Using a Generosity Plan™ as a Strategic Tool

The Right Tool for the Job

Fred and Marcie worked hard to balance family, careers, and a variety of commitments in...
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...
Blog 2 web_3

Tell Your Story with a Legacy Gift

In Part One, I shared the shocking statistic that a majority of Canadians do not...
Designating charity as the beneficiary of their joint life insurance policy allowed David and Anna to model generosity for their children while providing a tax credit for their estate.

Building A Charitable Legacy Using Life Insurance

As David and Anna settled into the rhythm of retired life, their thoughts turned to...
Farm Business

For This Business, Generosity is the Bottom Line

Today’s marketplace may be dominated by large corporations duty-bound to deliver ever-increasing profits, but for...
Mature Couple

A Generous Dream Come True

Edward and Felicity Jones’* life together had settled into a happy rhythm. Their day-to-day needs...
retired couple walking dog

Giving in Retirement

Retirement. At twenty, we rarely think about it. At 45, we dream about it. And,...