Gifts of Securities
Make a bigger impact by donating securities
Dan Lombardi
Securities and Mutual fund donations are a strategic way to give.
Win Win Tax Strategy
Dan Lombardi
For high net-worth Canadians giving away equity holdings reduces taxes and does some good.
Save Money Save Lives Grand Insider's Talk
Dan Lombardi
Many of us aren't sad to see 2020 in the rear-view mirror. This unsual year reinforced the importance of having good health care close to home -- two important things come to mind -- tax saving strategies and giving. If you missed our Save Money Save Lives Grand Insider's Talk with Craig Senyak, President and Vice Chair of Mawer Investment Management you can check out the full video below.