Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
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Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
Strategic is Intentional – A Discussion on Strategic Philanthropy
Insights Into Wealth
14 minutes 36 seconds
2 years ago
Strategic is Intentional – A Discussion on Strategic Philanthropy
Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Anne Brayley, a Philanthropic Advisor to many families about Strategic Philanthropy. Randy and Anne begin their conversation by discussing the importance of philanthropy in Canada and to both those who give and those who receive. Then, Anne explores the idea that ‘Strategic is Intentional’ when families decide to give and the different options available to Canadians in the charitable sector. One of these options is via donor-advised funds or specifically through the Canadian Community Foundation network, which Anne describes in depth.
Insights Into Wealth
Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
