Giving While Living Filed Under: Estate planning | Financial Planning | Investment Services | Tax Planning | Total Client Experience | Wealth Management Published by John Sanchez on Apr 04, 2019 In March 2019, the University of Toronto announced its largest donation to date, a $100-million donation from philanthropists Gerald Schwartz and Heather Reisman. The donation came from The Gerald Schwartz and Heather Reisman Foundation (“the Foundation”)... Read more
The Importance of Family Meetings Filed Under: Estate planning | Financial Planning | Investment Services | Total Client Experience | Wealth Management Published by John Sanchez on Apr 04, 2019 In December 2018, Gerald Cotton passed away, succumbing to the effects of Crohn’s disease. Gerald was the Founder and CER of a company called QuadrigaCX, a trading platform for various cryptocurrencies. Shortly after his passing a critical issue came... Read more