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.

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Learn more about legacy giving from Financial Advisor, Lynn Zhang

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.