• Charitable Giving

    Including charitable giving as part of your overall wealth plan can become beneficial not only to yourself and your heirs, but for those in your local community or in countries across the world.

    To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help guide your philanthropic path.

    If properly integrated, it can provide a tax-efficient means for you to transfer your wealth while supporting a cause that makes a difference to you and your community.