Working with Community Foundations of Canada, we offer tools and resources for Professional Advisors in our community, for example, lawyers, accounting and tax professionals, financial advisors, insurance professionals and funeral directors.
These tools and resources are designed to support planned giving conversations with your clients; we are also happy to meet with you about specific inquiries and the needs of clients.
We are just a phone call away if you have any questions – 519-637-8230. We would be delighted to meet with you personally and discuss the wide range of flexible services provided.
Follow this link for web based resource offered by Community Foundations of Canada for Professional Advisors:
Wish to inspire conversations with your clients around Endowment Funds and Planned Giving options?
Contact us to receive a framed copy of the Professional Advisor Plaque for your office!