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02/03/2015 » 06/03/2015
Original Canadian Gift Planning Course - March 2015

05/03/2015
Brand and Charitable Giving

Welcome to CAGP

 
Special Conference Offer for CAGP Members

Early Bird Registration Extended until March 6!

As a valued CAGP member, we are pleased to extend the early bird registration deadline to you until Friday, March 6. Don't miss out on the savings!

Register Today

Visit www.cagpconference.org for more information.


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