Tell Your Story with a Legacy Gift

In Part One, I shared the shocking statistic that a majority of Canadians do not have a current legal will. Sadly, many people avoid the ...
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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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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 40 years Norm and Joan Smith* ran a prosperous agriculture ...
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Mature Couple

A Generous Dream Come True

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 ...
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retired couple walking dog

Giving in Retirement

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 ...
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Wendy and Gordon make plans at table with a map.

Having the Time of Their Lives: An Unconventional Retirement

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 ...
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A Different Kind of Legacy

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 ...
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