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‘Tis the Season for Giving

The end of the year is traditionally the season of giving.  Many charities receive the majority of their funding during the holiday season.  Gifting by individuals, foundations, and other non-profits is essential for the continued success of charitable organizations. Foundation Source notes “This year is different. Several months ago the IRS revoked the charitable status of [...]

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Bob Keats quoted in The Wall Street Journal

Bob Keats quoted in The Wall Street Journal article GETTING PERSONAL CANADA: Assessing Ownership Structure In Buying US Home which ran in the November 14, 2011 edition.

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Green Tip$ for the Holidays

  Written By Staff Planner, Virginia Dhondt   For many, the holiday season is a time of consumption and overspending, typically followed by a period of resolutions and restraint.  The idea of saving money during the holidays usually conjures images of sale banners and clearance signs.  However, many “green” ideas can help with holiday savings. [...]

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