Charitable Giving Through Your Estate and the Associated Tax Considerations

Mark Davis and Jonathan Davis will present the tax benefits of a charitable gift/bequest within your estate plan. A charitable contribution is an often efficient way to give within your estate while also providing tax benefits to other beneficiaries. Mark and Jonathan will provide information and a few scenarios that can help you make the best decision involving a bequest in your estate plan.

Mark Davis: A visionary investment services leader and innovator, Mark Davis advises affluent Canadian families. He created The Davis Group more than 40 years ago, distinguishing himself as one of the industry’s earliest adopters of the trend to transition from brokerage services to a complete wealth management platform and an asset-based fee structure. Mark began bringing his clients greater transparency, objectivity and scope before most other advisors and continues to innovate today to deliver a better financial experience. Teamwork has been the driving force behind Mark’s success. Over the years, he has hand-picked top talent with world-class track records to help his clients achieve financial peace of mind Mark oversees wealth with holistic, big-picture thinking while collaborating with a network of specialists across Scotia Wealth Management.

Jonathan Davis: Taking a big-picture approach to each client’s wealth, Jonathan Davis brings an engaged perspective to his role as a Wealth Advisor. Collaborating with specialists across Scotia Wealth Management in tax, trust and estate planning, insurance, and Private Banking, Jonathan will put the right plan in place for you, your family, and your business, no matter how complex your needs. Jonathan believes that a well-crafted strategy provides for the best possible future without compromising on comfort and enjoyment in the present. Creating personalized strategies to address complex financial needs is Jonathan’s passion. Whether it’s a secure retirement, planning for the care of a disabled family member, issues that come with owning a business or helping you decide whether to sever your financial ties with the United States, Jonathan can help put you on the path to the future you envision.