by: Melissa Bank Stepno, President & CEO I’ve had the privilege of hearing directly from several philanthropists about how they’re approaching the concept of multi-generational giving. These conversations have been candid, reflective and revealing, not just how families think about legacy, but how they actively shape it through intentional choices, shared values, and evolving strategies. […]| Helen Brown Group
When discussing wealth transfer and supporting the next generation with their goals, what is the right time for them to inherit wealth?| Progeny
Many Canadians skip professional advice on major financial decisions: Leger| Advisor.ca