Skip to Main
Phone:
905-305-1595
Home
My Team
How I work with you
Contact Me
Publications
Home
My Team
How I work with you
Contact Me
Publications
☰
Home
My Team
How I work with you
Contact Me
Publications
Publications
Donating Appreciated Securities
The benefits of making a charitable donation are countless – from helping those in need to the personal satisfaction of giving back to the causes that are important to us. Charitable giving also makes good sense from a tax perspective. With proper planning, you can reduce your total income tax liability and maximize the value of your donation.
Donating Appreciated Securities
Rates Scenario
Rates Scenario, covering currencies and markets outside of the U.S. and Canada.
Rates Scenario
Weekly Strategy Perspectives
Weekly Strategy Perspectives provides key themes and views with respect to investment strategy based on events and their impact on equity and fixed income markets over the past week.
Weekly Strategy Perspectives
Global Markets Commentary
Our experts provide an overview of recent global events and their impact on the markets.
Global Markets Commentary