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Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
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Donations Part 3: Flow-through shares

November 7, 2017 - 0 comments

This is part three of my donations series. Welcome back to “Do It Together” financial planning. In my final video on this topic, I talk about the tax benefits of donating flow-through shares. 

Flow-through share donation plans are promoted by financial services companies that specialize in these plans such as Peartree Financial and Oberon Capital among others. They are commonly based on corporations in the oil & gas, mining and renewable energy sectors.

Now this type of donation is a bit more complicated than cash, land or shares but while the tax benefits are substantial, they do come with a bit of risk. I explain it in my video. Please check it out and subscribe to get more information and notifications when I post a new video. 


By: Peter Guay with 0 comments.
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