Trevor Parry (M.A. LL.B LL.M (Tax) TEP )Jun 13, 2014
Trevor Parry (M.A. LL.B LL.M (Tax) TEP ) talks about estate planning and more.
FMI Talks 2 PearlMar 31, 2014
Donating registered investments can help you leave a legacy while minimizing taxes.
FMI Talks 2 Donor FatigueMar 31, 2014
The majority of donors never get approached.
Estate Planning is Your Legacy by FUNDING matters® inc.Mar 28, 2014
Having an estate plan is critical to leaving a legacy
Navigating Your Legacy by FUNDING matters® inc.Mar 28, 2014
What will be your legacy?
Controlling Your Legacy by FUNDING matters® inc.Mar 28, 2014
What's the magic number?
GIFTABUALTOR® US LoginJun 11, 2014
Getting Started with GIFTABULATOR US Walkthrough Tutorial
GIFTABUALTOR® Client InformationJun 11, 2014
Entering your client information
GIFTABUALTOR® US Asset ProfileJun 11, 2014
Creating or Modifying the Asset Profile to reflect networth
GIFTABUALTOR® US Income & AdjustmentsJun 11, 2014
Modifying your Income & Adjustments to reflect your taxable income
GIFTABUALTOR® US Living RequirementsJun 11, 2014
Simulating your living requirements based on your living style and your networth
GIFTABUALTOR® US Big Funding GiftJun 11, 2014
How does giving a gift impact you?
GIFTABUALTOR® US Bequest LegacyJun 11, 2014
Leave a Legacy and still have enough for your heirs
How Generous Canadians Really AreJan 16, 2011
William Petruck, President and CEO of FUNDING matters inc., speaks with In Toronto host Veronica Chail about the charitable giving habits of Canadians.
MoneyTalk - Part ThreeJune 11, 2012
When it comes to donations, Canadians have a reputation for being generous. But are we less so in the face of a challenging economy & volatile markets? Bill Petruck, president and CEO of Funding Matters gives us his thoughts.