Lisa Wittur and Tom Okanski, The Okanski Financial Group- CIBC Wood Gundy collectively have over 50 years of experience in investment management, financial and estate planning.
Their topic The Power of Collaboration & Donor Advised Funds (Threat or Opportunity?) will address such questions as “What sorts of discussions do wealthy clients have with their financial advisors regarding charitable giving?” Ranging from deep rooted traditional investment sales through to full financial planning and family offices, these are often dynamic and evolving relationships. They will also speak to “How might gift planners understand the type of relationships that exist between clients and financial types?” and share some thoughts on how the topic of giving back can be addressed in these various contexts, including donor advised funds.
Contact Trish Gergich at tgergich@fanshawec.ca or 519-476-8848 for any questions.
