While the charitable giving space is often seen as a community open only to the ultra-wealthy or dominated by men, the philanthropic community is constantly evolving.
It is an invitation to women and minorities to embark on charity on their own terms—and of their own accord.
Are you looking to work with an independent investment manager, one who has the skills and expertise to look after your or your family’s investments and manage them for you? Many people are embarrassed or even scared to talk about wealth management with an investment manager—but working with a financial professional, or even simply setting up an introductory call to speak with someone, could help ease your financial stress.
The key is to start talking… but there are a myriad of options and working out which manager is the best fit for you can be daunting. Here are questions you should ask before, during and after your introductory investment consultation with a manager to help you make this important decision.
The charitable giving space in Canada is certainly well populated, with over 170,000 charitable and non-profit organizations in 2021 (of which 85,000 are registered with the CRA), contributing an average 8.1% of total national GDP.
With such an abundance of causes, each with their own story and proposed impact, many philanthropically-minded Canadians have explored and implemented Donor-Advised Funds in their wealth plan to achieve their philanthropic goals. What is a Donor-Advised Fund, and what are the benefits of using one? Read this article to learn more.
Capital gains income is a great income source where your money works for you, and not the other way around. Bloom Investment Counsel, Inc. actively makes the most of capital gains income on behalf of its clients, strategically purchasing equities when prices are relatively low, and (if the opportunity is right and there is no advantageous long term gain in sight), selling high so that clients can profit from the difference.
The 2021 IPO market has been an eventful one so far, with startups listed at sky-high valuations. Early investors have reaped large returns, meaning that venture capitalists have had more money to invest in new startups, shattering records for startup funding.
As we look towards 2022, there is still an abundance of up-and-comers amongst whom may be the next unicorn company. If you are in the early stages of entrepreneurship, or if becoming an entrepreneur is your New Year’s resolution, here are 3 business management tips for first-time entrepreneurs that can make all the difference.