Financial Planning

Client Email – What you need to know about becoming a snowbird

Here’s some sample wording you can use in a client email aimed at starting the discussion about snowbirding.

January 2, 2015

2 min read

6 questions to ask yourself about charitable giving

Canadians are a generous bunch. The latest available StatsCan data shows 84% of those aged 15 and over have donated to charities.

By Staff |December 2, 2014

4 min read

Is it time to think about charitable giving?

Some people think about charitable giving routinely. For many others, however, the topic only comes up when something significant happens in their lives.

By Staff |December 2, 2014

2 min read

Finding the right charity

If you’re serious about giving, then you should be equally serious about which organizations you give to.

By Staff |December 2, 2014

2 min read