Ninth annual Hedge Funds Care Canada Gala to be held Oct. 23
More than $11 million has been raised through the Equity Through Education program since 2005
More than 10,000 young people have benefitted from Power Up! Academic Enhancement Program
Offering effective philan- thropic strategies can strengthen client relationships and provide real tax savings. Some clients’ situations make them more receptive than others to a discussion about charitable giving. Here are three circumstances in which a philanthropic plan might be appropriate: 1. A windfall. When clients come into sudden wealth, they might be receptive to […]
The key to philanthropic planning is understanding your client’s values
Some clients may have a lot to gain — in tax savings — by giving
Discussing charitable giving can strengthen your client relationships
The financial co-operative donated $1.9 million to charity and non-profit sector in 2011
Firm is making a donation to charities selected by team of hockey analysts
John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient strategies for successful entrepreneurs and how strategic philanthropy can leverage tax rules to acheive remarkable charitable results. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.