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