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Agency reviewing all tax shelter-related donation arrangements
Equity issuance down 24% from a year ago
Units now trading on TSX
Reduced level of giving expected to be short term
Engaging in philanthropy can have significant advantages for individuals and businesses alike, and financial advisors should ensure their clients are aware of the perks, experts said at a philanthropy conference in Oakville, Ont. on Thursday.In particular, there are some significant tax advantages to charitable giving, and advisors who don’t alert clients to the potential credits […]
Clients reviewing their estate planning needs expect advisors to have the knowledge and capabilities to facilitate charitable giving
Course aims to steer individuals, companies through transition process
Programs reap rewards for Manulife, First Calgary Savings