YOUR LIFE YOUR LEGACY“My grandfather gave unconditionally. He didn’t need to know where the money was going. He trusted it would go where it was needed most. Today, organizations that mattered to him during his lifetime will share his legacy. I think it’s wonderful that someone can make such a significant gift through careful estate planning.”
- ROZLYN DRUCKMAN, granddaughter of Hyman Druckman z"l
ESTATE PLANNINGPeace of mind - for you and your family
With some smart planning today, will bequests that incorporate donations of RRSPs and life insurance policies can support your favourite causes well beyond your lifetime.
If you know where you want to direct your philanthropy and anticipate taxable income for your estate, we can work with your financial advisor to help you leave a legacy for charity while giving your heirs peace of mind.
We can help you plan for your loved ones and your community in a way that provides:
- Choice: You determine which causes will benefit.
- Flexibility: You can base bequests on specific assets or determine a fixed amount or percentage of your estate.
- Tax benefits: Donate appreciated marketable securities or RRSPs
- Options: After your lifetime a fund can be established to ensure a permanent legacy in your name.
When you partner with us you can expect greater impact through expert advice that makes perfect sense.
Smart philanthropy starts here.
Contact us today to get started on your legacy.