If your clients are charitably inclined, help them explore local community foundations for a wealth of opportunities
Anne Brayley, vice president professional advisory services at the Toronto Community Foundation recently spoke with Sara Plant, Vice President and National Director, Wealth Services at BMO Harris Private Banking, about high-net-worth clients and their approach to philanthropy.
Anne Brayley, vice president of professional advisory services at the Toronto Community Foundation recently spoke with Susan Latremoille, Director, Wealth Management, at Richardson GMP Limited. A member of the Investment Committee at the Toronto Community Foundation, Susan shares her experience with community foundations and their role in philanthropy.
Anne Brayley, vice president, professional advisory services at the Toronto Community Foundation, speaks with Heather Evans, managing partner, tax at Deloitte & Touche, about how the current tax environment influences trends in philanthropy.
Anne Brayley, vice president, Professional Advisory Services at the Toronto Community Foundation, speaks with Gwen Harvey, founder and president of Bridgewater Family Wealth Services, about family philanthropy.
Anne Brayley speaks with Jamie Golombek, managing director, Tax and Estate Planning at CIBC Private Wealth Management, about philanthropy as part of a wealth management plan.
Margaret Franklin is president and CEO of Kinsale Private Wealth and chair of the global Board of Governors of the CFA Institute. Anne Brayley, vice president of professional advisory services at the Toronto Community Foundation, spoke with her about how she discusses philanthropy with her clients.
Elena Hoffstein is a partner in the law firm Fasken Martineau DuMoulin. In addition to personal tax and estate planning, her practice includes charities and not-for-profit law. This conversation focuses on philanthropy as part of an estate plan.
Elena Hoffstein is a partner in the law firm Fasken Martineau DuMoulin. Her practice includes personal tax and estate planning, family business succession planning, wills and trusts, corporate reorganizations, marriage contracts, and charities and not-for-profit law. This conversation focuses on philanthropy as part of an estate plan. Brayley: How often do you discuss philanthropy with […]
One advisor discusses how to develop a plan that resonates with business-owner clients. Brayley: How does the topic of philanthropy usually come up with business owners and executives? McAlpine: Often, discussions about the overall business strategy lead to owners talking about their desire to support the communities in which they do business. Sometimes it’s because […]