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Governance & Education Our advisors will help you and your family achieve your collective financial goals for the present and future.
Legacy Planning & Management – Trusts When you build a strategy with us, we cover all your concerns for when the times comes to set up trusts and manage your legacy.
Philanthropic Strategy Philanthropic strategies for Canadians. PWL’s financial advisors will help you build a philanthropic strategy that lets you share your success with the world.
Family Stewardship & Philanthropy Anthony Layton Tony’s Take: What entrepreneurs should know about family trusts PWL Capital 2019-03-8T09:55:56 March 8, 2019 You could be forgiven for thinking family trusts are only for the very rich. In fact, trusts can be an invaluable financial, estate and tax planning tool for many people.
Personal Wealth Benjamin Felix The Rational Reminder Episode 10 – Keep the deferred sales charge, more for us 2018-09-20T15:00:00 September 20, 2018 This is Episode 10 of The Rational Reminder Podcast, with Cameron Passmore and Benjamin Felix.
Market Research Raymond Kerzérho ESG Investing: Nothing Wrong in Doing Good 2018-08-8T10:00:04 August 8, 2018 Growing demand from our clients spurred PWL to carry out an in-depth study of a portfolio management approach revolving around environmental, social and governance (ESG) objectives.
Family Stewardship & Philanthropy Peter Guay Donations Part 3: Flow-through shares 2017-11-7T10:00:25 November 7, 2017 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. This is part three of my donations series.
Family Stewardship & Philanthropy Peter Guay Donations Part 2: Securities and Land 2017-10-24T10:00:42 October 24, 2017 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.