When did you last pause to really think about where you see yourself and family in 3, 10 or 20 years? Using this tool kit invest the time now, your future will thank you for it.

Here’s how:

  1. Fill in the values worksheet to identify your top priorities
  2. Open the life visioning worksheet to build your vision
  3. Visit your home, lifestyle, family, career, retirement and global reach sections for information, tools and inspiration
  4. Contact us to meet with your advisor and discuss next steps

Your Global Reach

Should you access one of the external links, you will be leaving the Fraser & Partners website. Fraser & Partners is not responsible for the information contained on any external websites.

Leaving a Legacy

Seeking to enrich their lives, many people have discovered that investing in their community is an important step toward fulfillment. Giving can be a wonderful opportunity to receive. Volunteering, planned giving and service abroad provide a number of personal benefits including: increased social awareness, better health, discovery of new strengths and talents and building a sense of independence.

Planned Giving

In recent years, planned giving has become a popular method for Canadians to make charitable contributions.

FINANCIAL TIP: There are many strategies to minimize your income tax bill, but beware of schemes that promise a tax deduction greater than the gift. The first step to protect your investment is to ensure the charity is registered with Canada Revenue Agency.

Useful Links

CRA Charities Directorate
International Institute for Sustainable Development

Volunteer Work

Volunteering can be a wonderful way to say thank you. It’s a chance to recognize the countless others who, directly or indirectly, have made your own life richer.

FINANCIAL TIP: It does cost some money to volunteer. Allocate a few dollars of your monthly cash flow for incidentals related to your volunteer efforts.

Useful Links

Charity Village

Your Global Reach

Have you considered combining travel with volunteer work? It could be one of the most rewarding experiences of your life.

FINANCIAL TIP: Volunteer organizations may offset costs for travel insurance. Make sure to inquire with the group you will be working with.

Useful Links

Volunteer Abroad
Transitions Abroad
Canadian International Development Agency (CIDA)
Responsible Investment (RI)