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Professional Advisors
Do you work in the field of accounting, law, insurance, financial planning, investment planning, banking or family wealth? If you are providing philanthropic advice to clients, as current or prospective donors, or to charitable organizations you are a valued part of the CAGP community. This "professional advisor" section provides information on how being part of this association will help your business and clients, as well as, resources on philanthropic planning and how to connect into your local and national CAGP community.
CAGP is here to help!
Receive emails about events specific to the Professional Advisor Network
Stay connected to a network of Professional Advisors across Canada. Sign up to receive emails specifically for Professional Advisors
Upcoming Professional Advisor Network events
When: March 27, 1PM ET, 10AM PT
Who: Angela Lam, Stainton, Murray & Lam & Debbie Stanley, ETP Canada
Topic: Will Planning & Executor Services
Register: Click here
When: May 8, 1PM ET, 10AM PT
Who: Gena Rotstein, Karma & Cents
Topic: Multi-Generational Giving
Register: Click here
When: June 26, 1PM ET, 10AM PT
Who: Mike Todd, Transform Philanthropy & Adam Jagelewski, TwinRiver Capital
Topic: Donor Advised Funds and Impact Investing
Register: Click here
Canadian designation in strategic philanthropy
CAGP has partnered with Knowledge Bureau and Spire Philanthropy to offer the Master Financial Advisor-Philanthropy (MFA-P) designation. This highly specialized web-based program will equip achievers with the knowledge and skills to develop philanthropic plans and strategies for individuals and families.
Incorporate philanthropy into your business...
Doing Good for Business Research Report
Professional Champions of Philanthropy
Having the philanthropic conversation
The Philanthropic Conversation – Understanding Financial Advisors’ Approaches and High Net Worth Individuals’ Perspectives.
A Guide for Professional Financial Advisors - A review of Canadian facts, insights, and advice for professional financial advisors.
Skills of successful advisors in philanthropy
Competency Framework related to Gift Planning for Professional Advisors
Connecting to your local Chapter
CAGP has 16 Chapters across Canada; connect with them to grow your network and your business.
"Talking with clients about philanthropy taps into their “hearts and dreams” which might not equate to direct dollars, and yet it creates this halo effect that affects your business. It makes you a trusted advisor acting more as a guide to them which clearly gives you an added depth of relationship. And that’s priceless.” Mark Halpern CFP, TEP, MFA-P™, President & CEO, WEALTHinsurance.com, Markham, ON
“We’ve seen an evolution in the wealth investment sector where financial institutions have undertaken to create their own philanthropic vehicles in the form of private foundations in order to accommodate their clients’ desire to extract their wealth and give it to charity.” Brenda Lee-Kennedy, CPA, CA, TEP, Partner, PricewaterhouseCoopers LLP, Toronto, ON
“If you understand tax and you understand philanthropy today, you’re in the minority. That really gives you a competitive advantage on the business side of things, and the open doors to clients who are very well-heeled. So that is definitely good for business. It's a way to differentiate yourself from everyone else out there.” Jeremy Hampson, CFP, CLU, Senior Wealth Advisor, Assante Capital Management & The Donor Motivation Program, Dorval, QC
“Every professional advisor looks to define that most important question, “How am I adding value to the relationship with my client?” We are coming into an age where there is commoditization of many different things, including advice. By demonstrating the value of your advice, you don’t have to worry about commoditization." Stephen Webb, B.A., CSC, MFA-P™, Financial and Investment Management, Entrust Financial Services, Winnipeg, MB