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Brighten lives with strategic giving

Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

https://advisor.sunlife.ca/middletonfinner.financial
🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.
Inclusion Rates and the Capital Dividend Account | CI Global Asset Management

Inclusion Rates and the Capital Dividend Account | CI Global Asset Management

Dive into expert insights on building and preserving wealth in today’s economic landscape.

https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/inclusion-rates-and-the-capital-dividend-account.html

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
AI’s Second Act and How to Capitalize On It | CI Global Asset Management

AI’s Second Act and How to Capitalize On It | CI Global Asset Management

Boost your knowledge with this helpful article.

https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/ais-second-act-and-how-to-capitalize-on-it.html

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.