Special Features

In the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, the lessons they’ve learned over the years, and how those experiences shape the advice they give clients.

Over the years, I have been part of many conversations with families considering meaningful charitable commitments. Often, their intention is clear. They care deeply about the causes they support, and they want their giving to reflect both gratitude and responsibility. The question is not…

Should philanthropic clients make significant charitable donations in their lifetimes or in their estates?

This edition of Amplify is dedicated to helping families navigate the complex and deeply personal journey of eldercare in Canada.

As fireworks light the sky and flags ripple in the breeze this Canada Day, it’s worth reflecting on one of the quiet but extraordinary forces that binds our country together – the not-for-profit sector.

As we enter 2025, the not-for-profit sector continues to adapt to a dynamic and evolving environment. Charitable organizations are under increasing pressure to balance mission-driven goals with financial stability. …

In 2024, charitable organizations in Canada have been navigating a landscape of opportunities and challenges. Despite uncertainties, a cautious optimism prevails …

Shining a spotlight on two very worthy foundations, and news from the insurance industry.

The goals of an estate plan are to reflect your values and, importantly, to look after your loved ones. A loss in the family is difficult on those closest to us; an effective, tax-efficient estate plan can alleviate some of the financial and administrative…

Marriage contracts and cohabitation agreements may not be the most romantic topics when it comes to weddings or long-term partnerships, but they play a crucial role in safeguarding yourself, your property and your financial affairs in the unfortunate event of a breakup or divorce.

A donor-advised fund (DAF) is a charitable investment account used for the sole purpose of supporting charitable organizations that you are passionate about. A DAF benefts you with an effcient, less-expensive solution to help fulfll your philanthropic wishes with maximum fexibility and after-tax benefts.

Philanthropy’s role in Canada’s health care system; important changes to charity regulations; and, transforming volunteerism.

Explaining the amendments to Bill C-19; charity spotlight – Covenant House Toronto’s Sleep Out; and, two basic approaches for responsible investing – Divestment and Engagement.

Top fallacies about Canadian private foundations; Guiding our Responsible Investing; and, charity spotlight – Conservation Halton’s From the Ground Up program.