Charitable Giving

No one likes taxes. But through the advice of a professional financial services advisor, you can access products and services that help ease the burden. Charitable contributions, life insurance policies and investment products purchased through RRSPs, RESPs or TFSAs can all be useful tools in an effective tax strategy. Working together, we will consider your personal situation and design a plan for minimizing taxes that fits your needs.

Choose from a variety of products and strategies, such as:

• Income-splitting for spouses or common-law couples.
• Charitable donations, which benefits important not-for-profit work and allows donors to maximize tax credits.
• Life insurance products that build tax-advantaged capital for retirement.
• Investment products that provide for tax benefits, such as those purchased through RRSPs or RESPs.