This seminar will explore the tax credits for charitable gifts of publicly traded securities, stock options, life insurance, RRSP, TFSA and bequests. It will explore tax efficient gifting strategies and some common mistakes in estate plans.

Kate is a Wealth Strategist with legal background and in-depth knowledge of philanthropy. Prior to joining CIBC she spent 15 years practicing law in Toronto at a national law firm. Kate has been recognized for her legal expertise in charity and non-profit law by the Canadian Legal Lexpert Directory and in estates and trust law by Best Lawyers in Canada.
Kate uses her extensive knowledge to help affluent families in Canada maximize their wealth to benefit their families and communities. Kate provides families with personalized recommendations to assist them to realize their financial, estate and philanthropic goals.