Estate Planning

At the death of a friend or family member, few people want to deal with financial issues. Settling an estate can be a large task. It will be easier for your family if you have consulted with a financial planner and written a comprehensive will.

Most Canadians have made donations to one or more registered charities or non-profit groups. About 25% of Canadian taxpayers give to charities in any year, but more than 80% have given within the last five years. Annual donations top $4.8 billion. While most give modest amounts - the average is $200-300 - older Canadians are more likely to give large amounts. It is not only the wealthy who give, but also middle-class and lower-income Canadians who recognize the pressing need of dedicated groups in their local communities and across the country.