Financial Professionals Drive $130M to Canada's Charitable Sector Via Charitable Impact's Charitable Investment Program
November 16, 2023
The 2023 Charitable Impact Awards celebrate financial advisors’ growing support of client charitable giving
The second-annual Charitable Impact Awards recognize six wealth management teams for their outstanding support of Canadian philanthropy in 2022, with the “Wealth Advisor Team of the Year” title going to Ottawa-based PWL Capital Inc.
Using the Charitable Investment Program developed and managed by Charitable Impact, the Canadian online giving platform hosting the awards, the PWL Capital team opened accounts for clients who donated well over $20 million while supporting clients to make almost $7 million in grants throughout 2022. This award is a recognition of their outstanding engagement with their client’s charitable giving.
“The PWL Capital team is motivated to help our clients live good, fulfilling lives,” said Jaclyn Cecereu, Financial Planner and Investment Advisor. “Fortunately, giving back often becomes an important part of what a fulfilled life means to them. Our journey with philanthropy is a reflection of the generous clients we work with and the charitable goals and ambitions they have. We are grateful to be a part of it.”
In addition to PWL, the following wealth management teams are being recognized by the 2023 Charitable Impact Awards as “Top 5 Standout Wealth Advisor Teams of the Year”:
Alan Tynan from RBC Wealth Management and PH&N Investment Counsel
Shay Keil from Scotia Wealth Management
Doug Nelson from Nelson Portfolio Management
Christopher Motion from RBC Dominion Securities
Gord Love from Wellington-Altus Private Wealth
“At Charitable Impact, we appreciate how much Canadians trust the people and companies they rely on to help them manage their wealth. Making it easy for these advisors to carry out and manage charitable gifts dramatically increases the opportunities for people to participate in philanthropy,” said John Bromley, Founder and CEO. “While the monetary value of the donations facilitated by the award-winning advisors is important, the unique support they provide to their clients aligns with Charitable Impact’s mission of putting donors at the centre of everything we do to overcome the wide range of issues and challenges facing Canada’s charitable sector.”
In 2017, Charitable Impact supported a handful of advisors in helping clients fulfill their philanthropic goals on their terms without having to be experts on charitable giving. Five years later, the organization works with over 150 advisor teams who have helped their clients process and manage over $750 million in donations in partnership with Charitable Impact’s Charitable Investment Program.
“I am immensely proud that the Charitable Impact platform is helping so many of Canada’s best financial professionals to unlock enormous amounts of generosity by boosting client engagement with services and strategies that help them to give back philanthropically,” Bromley said. “By combining our donor-advised fund and our philanthropic advisory team members with the services provided by a growing number of wealth managers, accountants, lawyers etc, we are able to serve the giving goals of Canadians more personally and meaningfully than ever before.”
To learn more about the Charitable Impact Awards, go to www.charitableimpact.com/awards.
CONTACT
For interview requests and media inquiries, please contact: Luisa Velez, Director, Corporate Communications, 778-302-2978, [email protected]
ABOUT CHARITABLE IMPACT
Charitable Impact is for anyone who wants to make a difference, no matter what causes they choose to support or how much they give. Just like a bank account for charitable giving, Charitable Impact’s donor-advised fund helps people simplify and organize their giving. Since being founded in 2011, more than $1.2 billion has been donated by the Charitable Impact community, with thousands of charities benefiting from the generosity of donors across Canada.
ABOUT THE CHARITABLE INVESTMENT PROGRAM
The Charitable Investment Program helps financial professionals across Canada integrate charitable donations and charitable asset management solutions into their service offerings. This allows them to help their clients, regardless of which charities their clients choose to support, how much money they want to give away, or how much experience they have with giving. To learn more about the Charitable Investment Program, visit: https://www.charitableimpact.com/advisors