Charitable Giving

Financial Advisor in South Surrey, BC

Charitable giving is making a gift to a charitable organization in a way that maximizes your tax and estate planning benefits. A gift may be a one-time donation, a series of payments over a set period, or ongoing support. Westgroup Financial Management is committed to ensure that your wishes for charitable giving are fulfilled and that you have the maximum benefits for tax planning

Are you interested in making tax-efficient charitable donations upon your death, including establishing charitable remainder trusts, private foundations or making charitable gifts in your estate plan? Our skilled advisors at Westgroup Financial Management can help

Our Services Include: Wealth Management | Financial Investments | Insurance Planning | Estate Planning | Business Services | Charitable Giving | Residential Mortgage | Commercial Mortgage

Financial Planners at Westgroup Financial Management Inc. serve clients across South Surrey, White Rock, Delta, Vancouver, West Vancouver, North Vancouver, New Westminster, Coquitlam, Burnaby, Langley, Chilliwack, Port Coquitlam, Port Moody, Mission, Abbotsford, Pitt Meadows, Maple Ridge, Squamish, Whistler, Victoria, Nanaimo, Kelowna, Penticton, Kamloops, Surrey and Richmond, BC.

Get in Touch with Westgroup Financial Management Inc. - Financial Planning Expert in South Surrey, BC