Estate Planning

By Leanne Kaufman Many Canadians have charitable intentions. In my role, we are seeing a significant increase in clients wanting to learn more about how they can be strategic in their charitable giving in life and in their estates. They not only want to develop a philanthropic strategy, but they …

New participating life insurance product designed to support charities is the first available in Canada Winnipeg, MB–Canada Life revealed a new, first-of-its kind in Canada, participating life insurance product designed for charitable giving. It gives clients the ability to choose a registered charity who will be both the owner and …

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 …

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™ …

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 …

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 …