Tag

legacy

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Lights, camera, legacy: Storytellers document family history, tales of resilience, business success

Two new Canadian companies help families share their essence and lived experiences with the next generation

Client reactions to discussing legacy are often surprising. Here are some tips for starting a conversation

Founders often neglect to share their experiences, tales that could bring families together and help build a legacy

Preparing now will help ensure a transition that safeguards the wealth and legacy you’ve built, writes advisor Jeff Noble of BDO

Canada Life’s My Par Gift can create legacy gifts in a cost- and tax-efficient way, compared to giving cash, cheques and credit cards

Discussing philanthropy, and how it can create a legacy, can open doors to a lifelong relationship with clients

Sharing legacies on film can help family members connect across the generations

Raised with feet firmly on the ground, Danielle Saputo today is a legacy coach, family advisor

For foundations and charities, it is important to screen donors for criminal activity, or just plain bad behaviour

Funding a hospital wing or creating a foundation should align with the values of the giver