Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

Learn How to Make More Money by Giving it Away

Wed, October 6, 2021
10:00 AM PST/ 1:00 PM EST | Presentation with Q&A to follow

About the Event

Do Well by Doing Good – Smarter, Tax-Effective Strategic Giving

Are your tax plan and charitable giving aligned? Join us and learn how to maximize your tax efficiency through your philanthropy.

Strategic giving involves the alignment of your long-term financial goals with your philanthropic aspirations. Before pursuing a charitable giving plan, it is important to understand the number of tax-effective strategies available to you.  

If you have been making cash donations or are considering writing a cheque to your favourite cause or charity, especially if you’ve had a high-income year, there are effective tools you can implement to reduce your taxable income and ensure the greatest impact on your cause and your financial future.  Join hosts Rick Goossen and Ron Haik as they share their smarter, tax-effective giving strategies with you.

Three key takeaways from this webinar:  
  • Be better informed about strategic giving tools and different types of gifting.  
  • Understand what to consider when integrating philanthropy into your financial plan.   
  • Learn how to give beyond your means and make a $100,000 donation cost only $10,000. 

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