Individuals and Families

Thousands of individuals and families are experiencing the joy of giving more to their favourite charities and ministries because they've prayerfully answered the question "How much is enough?" 

FamilyHow much is enough for me?

How much is enough for my family?

How much is enough for charity? 

ADVISORS with Purpose™ will help individuals and families navigate through what can be confusing waters as they consider their own needs, as they try to apply Biblical principles, and as they implement the decisions they make. 

The following are just some of the the gift planning tools and situations we can assist you with:

  • Your Will and bequests
  • Your Powers of Attorney
  • Your estate taxation
  • Your securities as tax-efficient donations
  • Your real estate holdings
  • Your RRSP beneficiaries
  • Your Life Insurance structures and beneficiaries
  • A Charitable Gift Annuity
  • ...and others.

             "Everything comes from you; all we're doing is giving back what we've been given from your generous hand."      (I Chronicles 29:14b)