Financial Post
December 3, 2025.
Philanthropy often begins as a reflection of family values, writes Diana Orlic, Senior Investment Advisor at Richardson Wealth. Everyday Canadians who want to make a difference can give in many ways.
When approached with purpose and proper planning, philanthropy can enrich your life and align your finances with your values – whether that’s dedicating a percentage of net income to charitable causes or donating a set dollar amount.
A financial adviser can help you determine how much you can comfortably give, identify tax-efficient strategies, and ensure that your generosity complements your retirement and estate planning objectives.
