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14/01/2015
CAGP Alberta North RoundTable Meeting: Questions, Answers & True Confessions

15/01/2015
Business Succession & Philanthropy - The Toolkit

Welcome to CAGP

CAGP Holiday Season Office Hours

Please note that National Office will be closed during the holiday season from noon, December 24th, until January 5th.

We wish you a safe holiday season and a Happy New Year!

 


 

CAGP 2015 National Conference - Registration Now Open!

Visit  www.cagpconference.org to learn about  the conference and  register today!


The Philanthropic Conversation:
Understanding the Financial Advisor Approach and High Net Worth Individual Perspective

Executive Summary Now Available!

*Available only in English

Over the past few months, CAGP has been working with BMO Harris Private Banking, Give3 and Philanthropic Foundations of Canada on an exciting research project, The Philanthropic Conversation: Understanding the Financial Advisor Approach and High Net Worth Individual Perspective. The project explores the nature of the philanthropic conversation in Canada and assesses the opportunity for Canadian financial advisors to lead philanthropic discussions with their high net worth clients.

Click here to access the Executive Summary report on the research. To receive a copy of the full Summary Report, please contact Ruth MacKenzie, Executive Director at rmackenzie@cagp-acpdp.org.

EN | FR