A HERITAGE OTTAWA SPECIAL EVENT

Are you considering donating securities, mutual fund shares or life insurance to Heritage Ottawa? It's an efficient way to give charitably since capital gains tax does not apply.

To help make this decision easier for you in time for the 2025 tax season, we are hosting a FREE webinar, Tax Benefits When Gifting Securities to Charity. 

WHEN: November 6, 2025 | 7:00 - 8:30 pm. | via ZOOM

Our guest speaker will be Douglas Lai, an accomplished Wealth Advisor and Portfolio Manager at ScotiaMcLeod. Douglas has established himself as a trusted professional whose expertise spans retirement planning, philanthropic and gifting strategies, estate planning, and insurance solutions, tailored to help clients achieve long-term financial security. 

CLICK HERE to pre-register for this free event.

Securities donations are not only for the "big players" -- everyone can benefit! Join us to find out more.

For more information contact info@heritageottawa.org