Become a Better Philanthropist: The Secrets of Giving in Canada
Most Canadians give because they are asked. At times, fundraising can feel relentless. How can you make a difference, an impact, and change your community and country for the better?
Canada provides some of the most generous tax incentives in the western world, but most Canadians don’t know about them. In this presentation, Paul digs into the roots of community and personal philanthropy, and shares ways you can plan your giving to do more good.
Speaker Paul Nazareth is the Vice President of Education and Development at the Canadian Association of Gift Planners, with over 19 years of experience in the charitable sector. He sits on the board of several Canadian charities, regularly speaks and writes about philanthropy, and has been featured in the Globe and Mail and Forbes.
On May 15th, 2017, Assante Vancouver Centre hosted a Client Educational Event featuring author and speaker, Dr. Riley Moynes. With a background as an educator, financial advisor and early partner of Assante Wealth Management, Dr. Moynes is a bestselling author who has written a number of nationally-acclaimed financial guides and contributed many investment-related articles to publications such as the Globe and Mail and the Canadian edition of Reader’s Digest.
In his presentation, Dr. Moynes discusses his latest book, The Four Phases of Retirement: What to Expect When You’re Retiring, which focuses on the sometimes overlooked psychological aspects and challenges that individuals face in retirement. Drawing on current research, as well as his own experiences, Riley provides tools that help retirees gain a clearer understanding of their retirement goals, and allow them to create an action plan that moves them toward a more satisfying and fulfilling future.
The full presentation can be viewed below. For further information on Dr. Moynes’ work, you can visit his website here, and his book, The Four Phases of Retirement: What to Expect When You’re Retiring, can be purchased here on Amazon.
On May 25th, 2016, Assante Vancouver Centre hosted a Client Educational Event with guest speakers Wallace Robinson and Dr. Glenn Landry. Both Wallace and Glenn graciously allowed us to film their presentations so that we could share them with you here. The videos can be viewed below.
Wallace Robinson: Advance Care Planning
Wallace Robinson is the leader for Advance Care Planning at St. Paul’s Hospital/Providence Health Care, and his presentation covers the important considerations in planning for one’s health and personal care, should a time come when you are not able to communicate for yourself. This is known in health care as Advance Care Planning. The presentation identifies aspects of the law that affect advance care planning, as well as the tools and options for creating an advance care plan in BC, with an emphasis on the importance of making your health care wishes known.
Wallace’s full presentation here:
Dr. Glenn Landry: Sleep & Cognitive Impact
Dr. Glenn Landry is a postdoctoral fellow in the Dr. Teresa Liu-Ambrose’s Aging, Mobility, and Cognitive Neuroscience Lab at UBC. His research focuses on circadian rhythms, sleep, aging and cognition. Glenn discusses the impact of sleep on cognitive function and overall health, addresses the negative effects of declining sleep quality, and presents evidence that suggests we can and should improve our sleep.
Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).