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The art of intergenerational wealth management

October 30, 2025 - When it comes to creating and preserving family wealth, making sure family members are aligned to the principles and goals of a wealth management plan is as essential as choosing where to invest to ensure success.

Strategic philanthropy planning: an enduring impact

September 18, 2025 - While many people are very generous with “cheque book philanthropy”—donating at community events, attending a gala, or participating in a ride, race or run—very few families think strategically about charitable giving.

Updates

Next generation philanthropists

April 2019
We have joined forces with the Spark Global Philanthropic Foundation to teach young Canadians all about philanthropy.
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