Investment Executive : Demand for advice on charitable giving set to soar, advisors told: "Philanthropic giving is beginning to play a growing role in financial planning in Canada, and advisors should be prepared to discuss the topic with their clients, experts told financial advisors at a conference in Oakville, Ont. on Thursday.
In fact, charitable donations are expected to double in the next decade, and more Canadians are discussing their giving practices with their financial advisors, according to Brad Offman, vice-president of strategic philanthropy for Mackenzie Financial Corp.
“It’s very important in the overall context of an advisor’s professional practice,” he said, adding that a vast majority of charitable donors expect financial advisors to have the knowledge and capabilities to facilitate charitable giving."
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