Identifying legitimate charitable organizations and their impact
Your clients want to give, but they may need some guidance on choosing their charities – more importantly, they may be looking to you to be that guide. Are you ready for that challenge?
How much should clients give to charity?
Clients, even wealthy ones, ask that question a lot, according to Marvi Ricker, vice president and managing director of philanthropic services for BMO Private Banking.
What you need to know: the basics of creating a charitable plan
You’re already the expert when it comes to creating financial plans with your clients – but the area of philanthropic planning may be unfamiliar territory. What are some of the things you need to consider when initiating a charitable plan with your clients?
How to start the conversation on charitable giving
Starting a conversation with your clients on charitable giving can be a challenge. Nonetheless, doing so will not only show your clients that they can rely on you to help with their future financial security, but also that you care about their personal goals, values and how they wish to make a difference.
Signs your client may need help with charitable planning
Your clients are now facing a slew of charities clamouring for their donations – a phenomenon helping to position advisors for future growth
Offices and networks step up
Industry players across Canada will converge on Toronto to celebrate the kind of advisor and dealer excellence highlighted in today’s list of finalists for the WP Awards.
TD Bank’s investment arm overcharges mutual fund clients
The OSC reaches tentative deal with three investment subsidiaries of TD Bank related to “self-reported” violations involving mutual fund fees charged to clients spanning 14 years.
Investor Sentiment Part Two: Lots of room for advice in Canadian market.
TD survey suggests need for advisors: Relatively few Canadians have a financial plan they follow religiously.
Survey finds investors optimistic, uncovers generational differences
A new TD survey finds boomers, Gen X and Gen Y have different attitudes towards investing.
Wealth Professional Canada Hot List 2014
The who's who of Canadian Wealth Professionals