As 2020 draws to a close, we are taking a pause on our retirement planning series to discuss some year end tax planning as well as getting a head start on New Year’s resolutions. Portfolio Managers Maria Dawes and Janet Kim Sing discuss the use of Donor Advised Funds and share some thoughts on how to effectively steward our wealth heading into 2021.
If you wish to meet with a Portfolio Manager, please email us at privatewealth@capstoneassets.ca.
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