A HERITAGE OTTAWA MEMBERS-ONLY SPECIAL EVENT

Are you considering donating securities, mutual fund shares or life insurance to Heritage Ottawa? This is 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.

For more information contact info@heritageottawa.org