What is in this report?

This is a helpful guide for Financial Advisors about philanthropy and High Net Worth Individuals (HNWI). It is based on the unique research comprising two different groups and contrasts the results between them: (1) High Net Worth Individuals and (2) the Financial Advisors they use.

This reports provides guidance for how to develop stronger philanthropic conversations.

What are the 3 major takeaways?

1. Wealthy Canadians are looking to their advisors to play a role, helping and advising them about charitable giving.
2. Talking to clients about philanthropy can help Financial Advisors deepen their relationship as well as increase advisors’ business through new referrals to family, friends and colleagues.
3. Such philanthropic discussion should occur much sooner in the relationship than most Advisors think.