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Month: November 2020

Maximizing the Benefit of Philanthropic Giving

By John Tabet, November 10, 2020

This is the second article in a two-part series on charitable giving. Read Part I here.

For high-net-worth and ultra-high-net-worth families, leaving a lasting legacy through philanthropy is very often a central priority … Read the rest

Lower Your Tax Bill Through Charitable Giving

By John Tabet, November 10, 2020

This is the first article in a two-part series on charitable giving. Read Part II here.

Over the last number of years, my interactions with clients have shown a clear and undeniable trend: … Read the rest

Financial Literacy Month is Every Month

By iA Private Wealth, November 09, 2020

November is Financial Literacy Month. You may hear about events and program launches designed to increase the financial capabilities of Canadians. But really, why focus just one month on enhancing financial literacy? Being … Read the rest

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