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Stephen B. Jones, CPA, CA, CFP®Senior Financial Advisor
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.
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.
When properly integrated, it can provide a tax-efficient means for you to transfer your wealth while supporting a cause that you believe in.
To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or the establishment of a foundation, we have access to the tax, legal, and estate planning professionals who will help make your philanthropic dreams come true.