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Smith Falconer Financial Group

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Address CIBC Wood Gundy Toronto Bay Adelaide Branch 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7950
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Smith Falconer Financial Group

October 04, 2023

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Kate Lazier

Presenting Kate Lazier of CIBC Philanthropy and Legacy Planning

Smith Falconer Financial Group (SFFG) is committed to supporting you in making extraordinary contributions to society through philanthropy and are always here to provide guidance in doing so.

Working closely with our CIBC Tax and Estate Planning partners, we assist you in benefitting what is most important to you. We support individual donors, family foundations, donor-advised funds, as well as national charitable institutions. Our team expert, Lira Lamaca, leads stock donation programs for Centre for Addiction and Mental Health Foundation, The Princess Margaret Cancer Foundation, and The Children’s Aid Foundation of Canada.


The 2023 Federal Budget proposed changes to the capital gains treatment of gifted shares in Alternative Minimum Tax (AMT). Currently, the government eliminates the capital gains tax that Canadians are required to pay on dispositions of securities that have appreciated in value.

 

This month’s article speaks to several changes on how donations may be taxes in 2024, including the inclusion in the AMT calculation of 30% of capital gains on publicly listed securities that are donated in kind.

 

We invite you to join us along with Kate Lazier, CIBC Director of Philanthropy and Legacy Planning, for an exclusive event focused on charitable giving, on October 24 at 4pm ET (on Zoom!). Please register here!

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<p><span style="line-height:10.5pt"><span style="font-size:9.0pt"><span style="color:#606366">&ldquo;CIBC Private Wealth&rdquo; consists of services provided by CIBC and certain of its subsidiaries, through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (&ldquo;CAM&rdquo;); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (&ldquo;WMI&rdquo;). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (&ldquo;ISI&rdquo;), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. The CIBC logo and &ldquo;CIBC Private Wealth&rdquo; are trademarks of CIBC, used under license. &ldquo;Wood Gundy&rdquo; is a registered trademark of CIBC World Markets Inc.</span></span></span></p> <p>&nbsp;</p> <p><span style="line-height:10.5pt"><span style="font-size:9.0pt"><span style="color:#606366">Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc</span></span></span></p> <p>&nbsp;</p> <p><span style="line-height:10.5pt"><span style="font-size:9.0pt"><span style="color:#606366">Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.</span></span></span></p>
 

“CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries, through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

 

Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc

 

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.

 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.