Tax Planning – Business Owners

In a world where every dollar counts, making your charitable donations work smarter, not harder, is a strategy embraced by savvy donors across Canada. At WiseInvest™, we’re committed to helping our clients discover the most tax-efficient ways to support their favorite causes, ensuring that both they and their chosen charities benefit maximally. Here are Wise solutions to consider for tax-efficient giving in Canada: 1. Donate Securities Instead of Cash One of the most impactful methods of donating is by transferring securities directly to a charity. When you donate stocks, bonds, or mutual funds to a registered charity, not only does