The Overlooked Superpower
You might have noticed more talk about gifts in Wills lately. Why? Because it’s a growing trend with massive potential.
According to the national Will Power campaign, 15 million Canadians say they plan to leave a small portion of their Will to a cause they care about. It’s a simple act that anyone can do – and could mean billions down the line for important causes across Niagara - but many Canadians don't know where to start.
Legacy giving is your overlooked superpower. It's a tool that can be used to not only enhance your client's financial planning and wealth portfolio, but it is a powerful way to give back to your community.
Join us for an engaging fireside chat with three experts in Niagara and equip yourself with the talking points you need to help your clients navigate this important and timely conversation.
Facilitated by Bryan Rose, Executive Director | Niagara Community Foundation
GUESTS:
Ruth Todd, FCPA, FCA
National Lead Partner | KPMG Canada
Ruth leads the National KPMG Private Enterprise practice with over 35 years of experience specialized in the Private Enterprise market, serving both privately held businesses and public sector clients. In addition to her national role, Ruth previously served as the Regional Managing Partner of 18 offices across Southwestern, Northern and Eastern Ontario and Atlantic Canada. Her focus is in privately held companies and not-for-profit organizations within manufacturing, real estate development and construction, higher education, healthcare and charities.
Ruth is deeply committed to her community and actively participates in initiatives aimed at mentoring and developing future leaders. Recently, she was honored with the Community Leadership Award from the Greater Niagara Chamber of Commerce for her remarkable dedication to public service, as well as her tireless advocacy for education, equity, and inclusion, which have collectively made a lasting and positive impact.
Michael Mann, Partner
Lancaster Chown & Welch, LLP
Michael is a partner at LCW who focuses on a range of legal services from Commercial & Corporate Law, Real Estate and Wills & Estates. Michael graduated from the University of Western Ontario receiving both his undergraduate degree and his Bachelor of Laws at that university. He was Called to the Bar of Ontario in 1995 and has practiced law in St. Catharines ever since. Michael consistently makes his mark in the Niagara Region and regularly contributes to the community which can be seen through his long list of Professional & Community Associations.
Natashia DiCienzo, CFA, CFP, HBA
Wealth Advisor, Portfolio Manager | Scotia Wealth Management
Natasha applies her years of experience in financial planning and investment management to continuously identify opportunities to build, preserve, and enhance the wealth of our clients, their families, and their business. Natasha grew up in Niagara Falls in a family of entrepreneurs and business owners. She has devoted her practice as a Wealth Advisor to enhancing the financial standing of business owners and private businesses in Niagara.
Natasha holds the highly respected Portfolio Manager, Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP®) designations. She is also a proud graduate of Ivey Business School at Western University. In the community, Natasha serves as a Commissioner and the Chair of Finance and Audit for the Niagara Parks Commission. She also volunteers her time on the Board and Investment Committee of Niagara Community Foundation, as well as the Investment Committee of Toronto Foundation.
