Legacy Financial Planning
A bequest in your will is an important and impactful way to ensure your legacy of giving lives on after you. Your gift is a reflection of your values, and we are honoured to be part of your legacy.
Legacy giving not only serves societal needs but also offers significant tax benefits. We sat down with Lynn Zhang, CPA, CFP, TEP, Financial Advisor at Achieve Wealth Management Inc. to learn more about legacy giving.
The Benefits of Legacy Giving
Tax Advantages of Legacy Giving
How To Make A Legacy Gift
What Will Your Legacy Be?
Lynn + Duncan’s Legacy Story
Lynn and her husband, Duncan, are legacy donors and supporters of BC Women’s Health Foundation.
Learn about what inspired their gift.
