Choose charity over taxes and support the causes you care about
Give More, and Pay Less
Charitable giving shouldn’t be complex and time consuming. I can help you give more, and pay less. Take the first step with me to talk about your values and goals, and we’ll match them with the best avenues for your wealth.
Donated to Charities via Planned Gifts and Charitable Giving Life Insurance Policies impacting local and international charities
Invested for clients to reach their retirement goals, pay off their homes, and have a cash buffer for emergency and contingency plans
Invested in post-secondary education so parents can help their children attain their life and career goals
Here’s How To Work With Me
We discuss your unique situation and goals
We create a clear plan for your financial journey
You feel confident, secure, and sleep well at night!
Charitable Giving and Legacy Resources
A Spousal RRSP is a Registered Retirement Savings Plan that allows you to make yearly contributions to a savings account for the retirement benefit...
Authors: Kathleen Pratt, MSW, RSW and Betty-Anne HowardStruggling in your relationship when it comes to money? You are not alone! Many couples...
Join me as I chat with Al Roberts, for a Donor Motivation Program and CAGP (Canadian Association of Gift Planners) Campfire Chat. We're discussing...
More is possible with your money, assets and wealth than you thought.
Make confident, meaningful decisions with your money, and maybe even change the world doing it.