Assante Private Client is dedicated to charitable giving

May 1, 2019
Assante Private Client premier conference partner

Continuing in our commitment to charitable giving, Assante Private Client, a division of CI Private Counsel LP, proudly participated as a Premier Conference Partner at this year’s National Conference on Strategic Philanthropy. The event was held by the Canadian Association of Gift Planners (CAGP) in Montreal on April 10-12, 2019. This was Assante’s third time as a premier sponsor.

“We are proud to be this year’s Premier Conference Partner again.  There are so many amazing and passionate people doing everything they can to improve the welfare of Canadian communities and we are honoured that we can help,” said Joady Guyot, Vice-President, Advisor Training & Education for CI Assante Wealth Management.  “This was another sellout year for the CAGP conference. The event has grown steadily over the years, with over 450 attendees in 2019. Helping one’s community is a core Canadian value and doing so formally through foundations and legacies is a movement that is picking up momentum. We at Assante are pleased to help contribute to this growth.”

Attendees had a unique opportunity to learn about the latest legislation and tax benefits in strategic philanthropy. This is the only conference in Canada to provide information at this level, along with the opportunity to collaborate with other charitable gift planners, fund raisers, advisors and decision makers.

People feel a greater sense of social responsibility and wish to create or contribute to causes that can improve the lives of Canadians. To help clients meet these objectives in a tax efficient way, Assante has created a charitable giving program in partnership with Benefaction, a registered charitable public foundation. The program augments Assante’s comprehensive wealth, tax, estate, and insurance planning and business continuity services, along with its investment management offerings. We will continue to seek helpful partnerships and enhance our services to allow clients to fulfill their philanthropic wishes.

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