Planned giving is a way to ensure that the values that matter to you are passed on to future generations. It is also an opportunity to take advantage of estate planning strategies and tools to make the most of your charitable donation.
A planned donation is much easier to arrange than you might think. Most of the financial tools involved do not require the services of a professional.
We would be happy to assist you, whether you’re just starting to give the matter some thought or you’re further along in the planning process. Our FAQ section is a great place to start.
Feel free to reach out to us with your planned giving questions at any time. Putting off the discussion can have a detrimental impact on your clients and the community as a whole.
The HEC Montréal Foundation planned giving committee was set up in 2009. The volunteers who sit on the committee are alumni, friends of HEC Montréal and donors. They are there to support the Foundation’s work and provide expert insight and advice to the Foundation’s team on life insurance, financial planning, tax considerations and other matters related to planning giving.
Partner, Alexandre Phaneuf CPA Inc.
Founder and Senior Partner
Chades & associés
Sales Manager and Financial Security Advisor
Industrial Alliance
Financial Security Advisor
Manulife Securities
Assistant Vice-President
Tax and Estate Planning
Manulife
Notaire, M. Fisc., TEP, MBA
Vice-President and Regional Director Trust Services, Québec and Atlantic BMO Private Wealth, BMO Trust Company
Director
BMO Private Wealth
President and Financial Planner
Pactole Financial Strategies
Major and Planned Gifts Director
HEC Montréal Foundation
badreddine.maamar@hec.ca
514 340-7186
humeyra-a.karsli@hec.ca
514 340-7735
The HEC Montréal Foundation’s CRA registration number is 118924158 RR0001.
