Rocks

Charity brings meaning to many lives.

"It is my belief that one of the most rewarding things we can do is to reach out and help others. I have discovered the truth in this through my involvement with several non-profit organizations over the years. In 2006 I was introduced to a brave group of people battling a rare disease known as Mucopolysaccaridosis (MPS). I was moved by their courage and their hope. I was struck by the depth of the sadness I feel when I contemplate the impact of this disease and the contrasting joy that springs from the hope of finding a treatment or cure. It is in the experience of these emotions that I feel a profound connection with those affected by MPS as well as my family and friends."

Bernie Geiss, Board Member, Canadian Society for MPS and Related Diseases


Through our estate planning services we have assisted many clients in developing testamentary gifts to their favorite charities. We would be happy to assist you with the arrangement of a planned giving program that meets all of your personal and social needs.

There are many ways to give to a charity to further their causes. They include gifting:
  • Publicly Traded Securities
  • New or Existing Life Insurance policies
  • Products and Services
  • Air Miles and other non cash donations

Major gifts can be arranged through the creative use of insurance and life annuities on the lives of one or more individuals including corporate back to back annuity arrangements.

We can help you explore the logistics of providing testamentary gifts through your will or a charitable remainder trust. Large gifts can be accommodated through the establishment of a private foundation or the use of donor advised funds as part of a public foundation during your lifetime or at death.

"We believe in a brighter future".