Personal Wealth
Canada-Montreal-Peel

Life Insurance: What kind should you buy?

The insurance industry makes it very easy for us to separate ourselves from our money. If you’re not careful, you can easily find yourself with far more of the wrong type of insurance than you need. If it’s any consolation though, you will have made your insurance broker really happy.

Family Stewardship & Philanthropy
Scientist Taking Sample Pollution Assessment Land

Donations Part 2: Securities and Land

In my previous post I talked about how the tax credit works when you make a cash donation. As we work through this series, I’ll be discussing other donation options and the associated tax credits. Today, we’ll take a look at the tax advantages of donating shares from your portfolio or land for conservation purposes.

Family Stewardship & Philanthropy
Charity Work Sorting Food Donation

Donations Part 1: Cash

This is the first in a three-part series on donations, focusing at the tax advantages of making donations, specifically cash. Canadians are very giving, according Statistics Canada, 84% of us give to charity and together we give an average of $9 billion dollars a year. That’s pretty amazing.