Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development


A Different Conversation about Giving

Giving looks different for everyone.  As we get closer to the traditional lower-your-taxes-by-gifting-before-year-end conversations, I’m proposing this year’s conversations be different.


Approximately 85% of advisors say they talk to their clients about giving.  Approximately 15% of clients say they’ve had a relevant, meaningful conversation about giving with their advisor.


Stop having the same conversations and start something new.  Contact me directly to discuss my reduced rate for giving-focused conversations.


P.S.- of course I believe taxes matter.  I couldn't develop the plans I do without the expertise of accountants and tax lawyers.  But they’re a means to an end, not the end.  No one ever reflected on their life positively with the sentence “I’m so glad I was tax-efficient.”  Tax-efficiency may be a way to your goals, but it’s how those saved taxes contribute to your goals that really matters.

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