Donor Advised Funds: A Better Way to Give
Large donations have increased over the years in Canada. Mehul interviews Ian Currie, Regional Development Manager for of Western Canada for Canada Gives, a registered charity that centralizes the process of giving through donor advised funds (DAF). Mehul and Ian discuss the details and benefits of DAFs and how they can simplify the donation process for wealthy Canadian donors. We hope you enjoy the episode!
This podcast episode has been prepared by Mehul Gandhi, CFP®, CLU®, TEP who is an Estate Planning Specialist and Senior Insurance Advisor for Westmount Wealth Planning Inc., and a Financial Planner for Westmount Wealth Management Inc. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario.
This episode contains the current opinions of the host and guests, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax, or specific investment advice. Please speak to a Westmount Wealth Advisor regarding your unique situation.
