Making a meaningful impact with your wealth.

Through a strategic, process-driven approach, we help you translate important personal values into a philanthropic investment in an organization or charitable cause that deeply resonates with your beliefs. From planning tangible outcomes through to execution, our goal is to leave your family with a lasting legacy in the community and to foster an ongoing understanding of true wealth stewardship.

Planning & Execution

•Enrich and nurture knowledge of the charitable sector

•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