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York Region
123 Commerce Valley Drive East
Suite 100
Thornhill, Ontario
L3T 7W8
Map Link
Tel: (905) 762-2300
Toll Free: +1 (800) 668-3800
Fax: (905) 762-2301

Commerce Valley Financial Group

Tel: (905) 762-2333
Toll Free: +1 (800) 668-3800
Fax: (905) 762-2301
ross.ferrier@cibc.ca

Ross Ferrier

Titles & Designations

  • Investment Advisor
  • First Vice-President
  • Canadian Investment Manager
  • Fellow of CSI

Languages Spoken

  • English
  • Mandarin
  • Cantonese

Specialties

  • Discretionary Portfolio Management
  • Advisory & Professional Investment Management Services
  • Fee-based Accounts
  • Alternative Investments
  • International Investments
  • Investment Trusts
  • Options
  • Insurance
  • Financial Planning Services
  • Retirement & Estate Planning Services

Licensed In

  • Ontario
  • Quebec
  • British Columbia
  • Alberta
  • Nova Scotia
  • United States

 

Making A Difference With Charitable Giving

There are many benefits to charitable giving, from the satisfaction of giving back to the community and helping those in need, to the tax credits that can provide significant tax relief during your lifetime and minimize future taxes payable by your estate. Whatever your objective, choosing to support a charity is an important and personal decision that can make a positive impact on your cause, your charity and yourself.

There are many different ways to give: donating through campaigns, volunteering your time, or giving directly to different charities. If you donate directly to a charity, the charity receives the gift immediately. As a donor, you have no future obligation, commitment or control over your donation.

Instead of making a direct gift to charities, you can strategically organize your charitable giving to achieve your philanthropic objectives and create a lasting legacy for generations to come either through creating a private foundation or setting up a donor advised fund.

Each charitable giving option has its own advantages and tax implications. It is important to create a charitable giving strategy that balances your own financial situation with your philanthropic objectives.

I've worked closely with you to reach your personal investment goals. Now, I can help you make a difference with charitable giving. Contact me today!

 

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

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.