Charitable Giving

Including charitable giving as part of your overall Wealth Plan can have many benefits for you, your heirs, and those in your local community or in countries across the world.

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.

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 make these philanthropic dreams come true.

"Dividends" are not only a financial term, but can be used to describe the intrinsic benefit one receives when gifting to a special charity and enriching the lives of others. If one of your goals is to create a lasting legacy, Strategic Gifting is a way that we can help you.