Professional Advisors

Here we will post tools and resources for Professional Advisors in our community (lawyers, accounting and tax professionals, financial advisors, insurance professionals and funeral directors etc).

These documents and information are intended to support planned giving conversations with your clients, however we can also tailor presentations for specific inquiries and clients.

We hope these tools and resources will help you in your work, and we are always just a phone call away if you have any questions.

We would be delighted to meet with you personally and discuss the wide range of flexible services provided.

Dowload our Annual Reports HERE

Download document Support the Charities and Communities you love forever

See a full list of our current Funds and Services HERE

Follow this link for web based resource offered by Community Foundations of Canada for Professional Advisors:
http://www.cfc-fcc.ca/pa-eresource/

 

Wish to inspire conversations with your clients around

Endowment Funds and Planned Giving options?

 

Contact us to receive a framed copy of the Professional Advisor Plaque for your office!

Advisor Plaque