Advise your clients

In Canada, about $12 billion in charitable gifts have been donated in 2021¹. But only 13% of clients report having discussed this issue with their financial advisors². Do you tap this potential when you advise your clients?

With the Foundation of Greater Montréal, set yourself apart from the competition by maximizing both the tax benefits and the impact of your clients’ charitable donations.

By working with FGM, you offer them:

• flexible and customized services for the creation of their philanthropic fund;
• management fees among the lowest in the sector;
• the full retention of your services as asset manager and advisor.

FGM is there to facilitate:

• the formulation of each client’s philanthropic project;
• the optimization of their financial and estate planning (planned giving);
• the management of every aspect of their philanthropic fund.

Advise your clients by offering them a new service – without any added workload – which will allow you to answer all their needs under one roof. All their charitable donations can be centralized and optimized with FGM.

Preserve the business relationship you have built with your clients, notably the exclusivity of financial advice. Different types of charitable donations being regulated by constantly evolving rules, working with FGM’s team of professionals will allow you to maximize their benefits.

Creating a philanthropic fund with FGM is also a beneficial alternative to the establishment of a private foundation.