• Conduct effective research based on individual aspirations

• Help select philanthropic investments geared to make an impact

• Lever a sustainable approach, maximizing tax and financial benefits

• Establish clear results and benchmarks for giving strategies

• Ensure personal wealth goals are shared throughout generations


Private Foundation
Management or assistance with all related tasks, including CRA charity returns, meeting preparations, recipient charities and tax compliance issues

BMO Charitable Giving Program
Flexible and cost-efficient; maximizes tax benefits