Philanthropy

Charitable giving as a high-net-worth planning tool Charitable giving as a high-net-worth planning tool

Planning and Advice

Charitable giving as a high-net-worth planning tool

Advisors can help affluent clients do more with their money, utilizing TFSAs, equities and more

By Christine Van Cauwenberghe |April 10, 2026

3 min read

O’Malley, Bonham named to Order of Canada O’Malley, Bonham named to Order of Canada

Industry News

O’Malley, Bonham named to Order of Canada

The two were among 80 new appointees, which also included artists, scientists and Supreme Court justices

By Staff |December 31, 2025

2 min read

How advisors can help clients build a charitable legacy How advisors can help clients build a charitable legacy

Planning and Advice

How advisors can help clients build a charitable legacy

Donor advised funds provide a flexible, tax-efficient vehicle for giving back

By Mary Hagerman and Laurence Bond |July 23, 2025

4 min read

Proposed AMT could discourage large philanthropic gifts Proposed AMT could discourage large philanthropic gifts

Estate Planning

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

By Rudy Mezzetta |October 3, 2023

4 min read