On October 19, 2021, Food For The Poor Canada hosted an event facilitated by Tanya Rumble, CFRE, on the topic of legacy giving. This event was for donors of all sizes and members of the professional advisor community (financial planners, insurance brokers, wealth managers and lawyers). We were privileged to hear our expert panel speak from their wealth of personal experience about the benefits of leaving a gift in will. Thank you to everyone who was in attendance.

Meet Our Speakers:

Don Levy

Don has been in the Financial Service Industry for over 26 years. He has developed a practice specializing in portfolio construction and management, as well as retirement income planning, estate planning and charitable tax planning. The practice is based upon strong long-term relationships with clients. His investment principles are firmly rooted in proven wealth creation strategies. Any investment recommendations will represent high-quality investments aimed at preserving capital, maximizing growth, and minimizing taxes.

Deborah Williams

As a Certified Financial Planner, Deborah is most passionate about retirement planning, providing the road map to make your financial dreams a reality, regardless of what happens along the way. This includes protecting what matters most to you and your family. A customized investment portfolio and tailored insurance solutions ensure you achieve your goals in the most tax-efficient way while also leaving a legacy. Deborah specializes in retirement planning, wealth management, and financial and estate planning.

Audrea Golding

As a senior leader in the field of immigration law and global mobility, Audrea is an expert in developing and managing large-scale mobility programs with a focus on the Americas region. Counsel to individual artists, entertainers and athletes, as well as production companies and athletic organizations, to secure visas for foreign talent to perform and work in the U.S. and Canada. Audrea is a recognized authority and writer on U.S.-Canada cross-border immigration law and policy and consular affairs.

 

If you missed the live event, it’s not too late to learn something new from our expert panel!

Watch the Full Recording