Subscribe : Posts | Comments | Email


Charitable Annuity – Seeing your tax dollars at work

Recently I met with a couple in their late 70’s who want to give a gift of appreciated stock worth $50,000 to a local Foundation in return for a lifetime income of 5% annually.... 

Leadership Nanaimo

"Leadership is ultimately about creating a way for people to contribute to make something extraordinary happen,” said Alan Keith, Lucas Digital. This quote encapsulates what... 

Synergy Magazine, Vancouver Island, BC, Canada