At Legacy Wealth Advisors, Philanthropy and Charitable Giving as at the core of who we are. This is why we have created the “Legacy Program”, which helps our clients make ‘Giving’ a key component of their Financial Plans. This program will allow clients to accomplish their Philanthropic and Charitable Giving goals both during their life time, as well through their Estate Planning.
We know many individuals and families in Canada have a strong desire to ‘give back’ but don’t have a solid plan to do so. Our program will help clients create a meaningful and financially strategic legacy that can enable them to make a much larger gift than they could imagine and reduce – or even eliminate – their tax burden. Most Importantly, our clients can fulfill their personal or family legacy and maximize the impact on their community.
Legacy Wealth Advisors has also joined the SickKids Professional Advisor Network, a partnership with SickKids Foundation from The Hospital For Sick Children (SickKids). SickKids Foundation is among the most recognized and important organizations in Canada, which is why we chose to be part of this great initiative.
No matter which charity or organization you want to give back to, we are so honoured to be able to assist our clients and such amazing and important organizations within our community. We know that millions of people across the country have benefitted in one way or another through Charitable Giving and Philanthropic initiatives, and we want to do our part to keep that growing.