May 26, 2023 | Uncategorized
Strategic philanthropy minimizes taxes and allows people to transition from “success” to “signif icance” – yet many advisors don’t know the myriad ways it can be applied. In this new column, I’ll share tried-and-true strategic...
May 26, 2023 | Uncategorized
Canada Life My Par Gift There are lots of ways to donate to a registered charity*, but did you know that one of the most cost-effective approaches might be life insurance? Using Canada Life My Par Gift, donors may be able to make a bigger impact at a smaller cost. My...
Jul 23, 2021 | Uncategorized
Do you have an insurance policy you no longer want or need? DON’T BE TOO QUICK TO CANCEL IT!Here’s how one client turned a $274K value into something far more valuable – both for himself and his charity1Ken had $500K of cash invested in a $4M Joint Last to Die...
