CAGP CanadaEstate Planning

National Campaign Urges Canadians to Think Differently About Giving and Leave a Gift to Charity in Their Wills

Will Power™ is a multi-year national effort to inspire Canadians to create positive change in the world while still supporting loved ones OTTAWA, ON–Nearly 500 charities, financial advisors and legal professionals from across Canada are coming together for the launch of Will Power, a national public education effort designed to …

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Estate PlanningLeadership

FP Canada Research Foundation Board Announces 2021/22 Board of Directors

TORONTO, ON–The Board of FP Canada Research Foundation™ today announced the appointment of Caroline Dabu as the new Board Chair. The Board also appointed Carolyn Fallis, CFP®, as Vice-Chair and Cynthia Duncan, CFP, as Director. Dabu, who joined the Board in 2017 will replace John De Goey, CFP, FP Canada™ …

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Corporate PhilanthropyEstate PlanningGift Planning

National Philanthropy Day: BMO Private Wealth Offers Tips for Preparing Heirs

Second volume of the digital magazine explores ways to establish a family culture of stewardship and philanthropy TORONTO, ON–Anticipating a $1 trillion transfer of wealth over the next decade – the largest 10-year wealth transfer in Canadian history (see “A Sudden Windfall”, BMO Wealth Insights, 2018) – BMO Private Wealth …

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Estate PlanningWealth Management

New MD survey finds physicians stressed but eager to learn about financial priorities

MD Financial Management shares findings from physician-based research on Canadian physicians’ financial literacy OTTAWA, ON–A lack of knowledge about financial services and products is causing stress among Canadian physicians, according to the results of a physician-based survey of financial literacy released today by MD Financial Management Inc. (MD). The stress …

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