News and Views

financial advisor discussing philanthropy with a next generation client

How advisors can use philanthropy to engage the next generation (part 2)

According to many investment industry leaders, financial advisors in Canada are facing a significant business threat. As enormous wealth continues to transfer between generations—Manulife has estimated the figure at approximately $1 trillion between 2016 and 2026—advisors run the risk of losing long-standing client relationships when family assets pass from the wealth builder generation to their […]

How advisors can use philanthropy to engage the next generation (part 1)

Generational succession isn’t just a consideration for wealthier families looking for the most effective way to pass wealth to their heirs. It has a major impact on advisors, as well. Financial planning and portfolio management firms—even lawyers and accountants—spend years (sometimes decades) building relationships with wealth builders. But when those individuals pass away, their children […]

National Philanthropy Day

National Philanthropy Day is a call to charitable action

The thousands of Canadian philanthropists who give generously each year to their preferred causes share some common characteristics. Namely, their kindness is selfless and their dedication to making a difference tends to be utterly relentless. They give not only because they can, but because it’s a key part of their personal identity. National Philanthropy Day […]

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Canada Gives Charitable Registration #83306 2144 RR0001.
You can find us in the Charities Directorate at www.cra-arc.gc.ca

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