Strategies

Looking at fitting all of the pieces together! We know how to work with government tax laws and these are just some of the strategies we employ to take advantage of these opportunities.

Tax-Effective Donations of Public Securities

When you donate appreciated public securities to a Canadian registered charity... more >

Critical Illness Insurance

One of the great advantages of modern technology is that it’s allowing more... more >

Charitable Giving: Some Common Strategies

Malcolm Burrows, Head, Philanthropic Advisory Services, Scotia Private Client... more >

Integrating Charitable Giving into Your Financial and Estate Plan