by Gena Rotstein | Dec 13, 2021 | Blog
Giving Vehicles are corporate structures that govern the charitable assets. These giving vehicles differ in how funds are managed, and how donations are disbursed to organizations. In addition to writing cheques from your personal bank account, there are five types of...
by Gena Rotstein | May 14, 2020 | Blog
Some you might remember the Hanna-Barbara cartoon, The Jetsons from the 1960/70’s. A couple generations later and we are experiencing that which was depicted in this series. From video phone meetings to tele-medicine. We have adapted our communication style to...
by Gena Rotstein | Aug 2, 2019 | Blog
We all have alarm clocks. Some tie us to our physical life, like meeting notifications and taking food out of the oven. Others are more ephemeral, like the biological clock. Alarm clocks serve a purpose; they keep us on track, they remind us to do things, and in some...
by Gena Rotstein | May 14, 2019 | Blog
I have been thinking a lot about this question recently. It reared its head again a few nights ago at a CAGP Calgary Leave a Legacy event where a friend, advisor to some of our clients, and fellow Rotarian, Penny Leckie a Chartered Accountant, presented her legacy...
by Gena Rotstein | Feb 7, 2019 | Blog
They say that nothing is certain except death and taxes. Since those two things are inevitable, what can be done to make them less stressful? This is where Philanthropy 3.0 comes in. As a planning tool, Philanthropy 3.0 can work towards wealth management, tax planning...
