Guest blog by Jennifer Leach Sandford – Lawyer – Horne Coupar LLP Some clients approach their first meetings with estate planners with as much excitement as a visit with a tax auditor....
The power of purposeful estate planning
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Professional Advisors Articles
Learn about the Professional Investment Advisor Program
The Victoria Foundation recognizes that individual donors bring different perspectives to how they want to achieve their philanthropic goals. This may involve working with their trusted...
Working with your client’s best interest in mind
Written by Karen Cameron, CPA, CGA Professional advisors are highly trusted by their clients to guide them each year in their business and personal financial and family decisions, as well as...
Philanthropy and a sense of belonging
Article originally published in the Scrivener Winter 2024 . Written by Sara Neely, Senior Director, Philanthropic Services at the Victoria Foundation. In an age of disconnection, everyone,...
The benefits of gifting securities
Ryan Joyce, BComm, CIM Investment Advisor CIBC Wood Gundy Many of our clients have an interest in legacy planning and often wonder how they can make a lasting impact in their communities....