• placehold

    Gifts of publicly listed securities

    A tax efficient gifting strategy.

Donating publicly listed securities such as stocks, bonds and mutual funds traded on approved stock exchanges can be a very tax efficient strategy for your clients.

Get in touch to learn more:

Should you have any questions or require additional information, our charitable giving advisors are available to assist you.

Charles O'Neil

902 442 7196

Lori Scott

902 442 7199