Canadian Baptists of Western Canada has partnered with ADVISORS with Purpose (AWP) to offer you the opportunity to work with Planned Giving Advisors who can help families think through estate decisions and help create a plan for your Will that reflects your life, faith, and values. These services are free to you, fully confidential, and with no obligation—we promise that no one will sell you anything.
To get in touch with Advisors with Purpose, you can call them at 1-866-336-3315 or email plan@advisorswithpurpose.ca.
Please click HERE to schedule an appointment to speak with an advisor.
Upcoming Webinars
A Primer on Charitable Estate Planning – John Kok CFP, RRC, CEA, CKA, MTS
April 9 at 7pm Eastern
It’s been said that you can leave your estate to CRA, your heirs, or charity. Pick which two suits you best. In this informative and engaging webinar brought to you by our partners at Advisors with Purpose, we will review key methods of leaving a legacy and determine what method works best for which individuals. Our hope is that it will help you make the decisions best suited for you and your family.
Register Here
Aligning Your Financial Goals with Your Spiritual Goals—Ray Borg
April 23, 2024 8pm (EST)
Are you struggling to align your financial and spiritual goals? Whether you want to reduce financial stress or cultivate a deeper understanding of biblical financial principles, this webinar is for you. In this webinar, hosted by our partners at Advisors with Purpose, you’ll learn about the relationship between faith and finances and the importance of prayer, discernment, and godly wisdom when establishing and following your financial objectives.
Register Here
Estate Planning – What Women Need to Know—Jan Kupecz
May 21, 2024 8pm (EST)
Planning your Will requires individual strategies depending on your life, your family, your finances, and your priorities. For women, it is vital that we understand the special considerations for us. Our partners are
hosting this webinar specifically for women to discuss the questions and concerns affecting us and our families.
Register Here
Planning Well for your Business—Chantel Gibbs
June 12, 2024 8pm (EST)
What are the specific planning items for business owners, and why is it essential to have a plan? This might include a shareholder agreement to address the death, disability, dispute, divorce, or departure of a shareholder. It might include thinking through an exit plan ahead of time. Are there potential buyers of the shares, or will the business be wound up on death or retirement? A plan is critical. Our partners at Advisors with Purpose are hosting a webinar to help you better understand the options and processes.
Register Here
Will Planning for New Canadians —Bold Kere
June 24, 2024 8pm (EST)
Navigating Wills and Estates can be challenging for everyone. It can be complicated if you are new to Canada and are less familiar with the terminology and the requirements. We’d like to invite you to join us for a webinar hosted by Advisors with Purpose that will help you better understand and plan for your Will with special consideration to those who
are first-generation Canadians.
Register Here