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MONEY ADVISORS

Planned Giving

Our Money Advisors team offers Planning Giving financial services allowing you to support your favourite charities. We offer planned giving services and tools to help you with estate and tax planning techniques to provide for your charity while maximizing the gift and minimizing impact on your estate taxation.

We can help you answer questions related to:

Capital gains tax

Estate taxes

MONEY ADVISORS

Tax Benefits of Gift Planning

Donors can contribute appreciated property, including securities or real estate, receive a charitable deduction for full market value of the asset, and pay no capital gains tax on the transfer

Gifts of life insurance can either provide an annual donation tax receipt or a lump sum contribution donation receipt at death to be used to cover estate taxes.

Give us a call to arrange an impactful meeting!

+1 613 695 7526

Let Money Advisors Help You

  • Mutual Funds provided through Carte Wealth Management Inc.
  • Insurance and segregated funds provided through PPI and Money Advisors.

Your potential is unlimited. It depends on you. How far do you want go?

CATHIE ORFALI

President Money Advisors

MONEY ADVISORS

Take Your Financial Plan to New Heights!

Think about your goals and call for a meeting!

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