For many Canadians, leaving a legacy is an important part of their dreams for the future, but they may not be aware of the options available. A donor-advised fund, such as Assante’s Charitable Giving Program, provides a simple and effective way to help you realize these dreams while maintaining the integrity of your investment, estate, and tax planning strategies. Hear from our guest speaker Karen Hudson of Benefaction who will discuss how donor-advised funds work and how they can fit into your financial plan.
Hosted by the WWH Financial Group, this was an interactive session in which participants were encouraged to ask questions throughout the webinar. Originally hosted on Tuesday, November 8th, 2022.
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This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see a professional advisor for individual financial advice based on your personal circumstances.
RX Wealth Management (RXWM) and/or Wachman Wealth Management Inc. (WWM) are outside business activities that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Jeff Wachman, Per Homer and Erik Wachman must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through RX Wealth Management (RXWM) and/or Wachman Wealth Management Inc. (WWM), Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by RX Wealth Management (RXWM) and/or Wachman Wealth Management Inc. (WWM). Insurance products and services are provided through Assante Estate and Insurance Services Inc.
