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Take control of your financial future with expert insights, tips, and guidance from Senior Financial Advisor Mike Connon, Senior Financial Advisor Carlo Cansino, and Financial Advisor John Iaconetti at the McClelland Financial Group of CI Assante Wealth Management Ltd.
Episodes
Thursday Oct 28, 2021
Thursday Oct 28, 2021
Ever thought of trying to make charity part of your financial plan? A donor-advised fund or DAF might be just the strategy you're looking for. The goal of a DAF is to help investors maximize their charitable giving while also helping them save on income tax and simplify their charitable gifting.
4 years ago
I just listened to this podcast. Thank you. Very interesting. A new idea for me. Lois Brisbois