Tag: charity

Discover More about the Season of Giving

Here is an invitation to all financial advisors. You may need to advise clients about charitable gift giving throughout the year. I hope you can join me on Tuesday, November 30 from 12:00 – 1:00 p.m. St. Joseph’s Health Centre Foundation will hold a virtual networking and…
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Estate Planning Extras to Consider

Your Estate Plan may also deal with insurance, taxes and debts that may need to be paid by your estate. Talk to your financial advisor about your retirement accounts, life insurance and pensions. Ensure these are up to date with respect to your designated beneficiaries. Financial planners…
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