Including charitable giving as part of your overall wealth plan can have many benefits for you, your heirs, and those in your local community or in countries across the world.

​

If properly integrated, it can provide a tax-efficient means for you to transfer your wealth while supporting a cause that makes a difference to you.

​

To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help make these philanthropic dreams come true.