You have more than “enough,” and now the questions get bigger.
How do you support the causes that matter, involve your family in the right way, and still know your long-term plan is secure? How do you give generously without wondering, in the back of your mind, “Is this the smartest way to do it?”
The Vanno Ort & Paul Jarvie team helps affluent Canadians turn charitable giving into something intentional, and deeply personal.
We have offices in Newmarket, Belleville, and Pickering, and we serve clients in these communities as well as in Etobicoke, Mississauga, Oshawa, Cobourg, and the surrounding areas: families who want their generosity to be as well-structured as the rest of their wealth.
Your generosity, fully connected
Charitable giving is rarely just a donation. It touches your tax return, your investment plan, your estate strategy, and often your corporation as well.
We join the dots between your goals, corporate structures, legal documents, and tax filings so your giving is part of one unified plan.
Together, we explore questions like:
- What is the purpose of your giving: impact today, a long-term fund, or both?
- Who is your wealth meant to serve: family, community, specific causes, or all of the above?
- How can we support those priorities with minimal friction and tax?
From there, we design structures that might include donor-advised funds, gifts of securities, corporate giving, or legacy-focused bequests.
Your generosity supports the causes you love, while your retirement, lifestyle, and family plans remain firmly on track.
Creating a legacy your family understands
For many clients, charitable giving is closely tied to legacy.
That might mean:
- Hosting family meetings to talk about shared values and priorities
- Helping children and grandchildren understand why certain charities were chosen
- Building giving into your broader wealth transfer and estate plans
Education and visibility are a core part of our work. We use plain language and clear visuals so everyone can see how charitable giving fits into the bigger picture, today and for the next generation.
Turning intention into action
Good intentions are a great starting point. The real power comes from having a plan.
We help you:
- Choose the most tax-effective way to give
- Coordinate with your other advisors so paperwork and structures line up
- Review your strategy over time as life, tax rules, and priorities change
