Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8

Donations Part 1: Cash

By Peter Guay · October 10, 2017 - 0 comments

Welcome back to “Do It Together” financial planning. This is the first in a three-part series on donations, focusing at the tax advantages of making donations, specifically cash.

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The pros and cons of setting up a family foundation

By Anthony Layton · October 1, 2017 - 0 comments

Many Canadians who have done well in life want to share their good fortune. They choose to do this in different ways—by volunteering their time, speaking out in support of a cause and by donating to their favourite charities. In the case of donations, some wealthier families choose to create a private foundation to organize and focus their charitable activities. In fact, there are over five thousand private foundations in Canada and the number is growing.

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Busting some of the myths that surround RESPs

By Peter Guay · September 26, 2017 - 0 comments

In this video, I talk about the tax treatment of these plans and what happens once your child starts college or university and what happens if they chose not to attend school. I also talk about how you can save to send your child to a private high school.

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