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Want to support a cause and cut your tax bill? This episode is for you.

Tré explains how to give to charity in a smarter, more tax-efficient way — without spending more out of pocket. Whether you're tithing, giving to local rescues, or donating to major organizations, there’s a better way than cash or cheques.

The key? Donating appreciated investments.

You’ll learn:

  • Why giving securities instead of cash saves you tax
  • How to turn capital gains into tax-free donations
  • The role of CanadaHelps and how to use it
  • What advisors often miss when clients make large donations
  • How business owners can give through their corporations

If you’re giving thousands a year and no one’s talked to you about this, that’s a red flag.

Follow, rate, and share to help more Canadians give generously—and wisely.

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22 episodes