Happy New Year!

Hope everyone had a wonderful holiday and wishing us all the best for 2021.

I’m looking forward to my upcoming presentation at the GTA Accountants Network event on Jan 19th to share great philanthropic strategies in my talk “Strategic Philanthropy - Helping Clients Maximize Giving and Minimize Taxes”.

It’s my 4th ‘appearance’ for the GTA Accountants Network, virtual this time.

Accountants, lawyers, investment and insurance professionals are the “gatekeepers” to help clients build their family charitable legacies. 

We have a tremendous opportunity and responsibility to learn about this ourselves or collaborate, but we can’t ignore it.

Hope this session brings us closer to achieving our annual goal of creating $100 million of new charitable giving working with our clients, generous donors of non-profits, and allied professionals.

Thank you to Melanie Russell and Katie Russell of Kalex Valuations Inc. for inviting me back again.

Consider attending the event – details here