The TK Advisor -TK Financial Group Ottawa Blog about Life Insurance, Critical Illness Insurance, Wealth Management and Estate Planning

Ottawa Heart Institute needs you !

One in four Canadians will have a heart attack this year. If you are in Ottawa you are lucky to have a great hospital which is world class like the Ottawa Heart Institute . To be world class requires a lot of things and yes a lot of money . When you are considering a contribution to a organization give to the Ottawa Heart Institute . We are looking to get a new MRI for the heart and it will save lives and possibly yours , your family members , your friends or even your neighbour . Prevention of situations before they occur is a great way and having equipment to make that happen is key . Donate and we all benefit !

Life Insurance policies provide excellent value for leaving a charitable bequest !

Permanent Life insurance policies are excellent vehicles to provide cash to your favorite charity and bring you tax relief . The tax relief can happen when you are alive or on your tax returns upon your death . Do you have any policies you no longer need for estate planning and are wondering if you should cancel it ? Donate that permanent policy to your favorite charity and leave a legacy . We have worked with a number of clients to secure new policies for charities and places like the Ottawa Heart Institute . Charities also require money today to operate so the strategy of leaving them as beneficiaries on life policies is not meant to replace those much needed funds to operate today .

Charitable giving !

Charities are being affected by current economic times just like the rest of us . We are asked daily to contribute to charities and we do whenever possible but we have our own charities which we have taken on to support . The amazing thing is that same people are contributing to local charities and hospitals . Philanthropic giving is still popular with high net worth clients and the community is fortunate to have these individuals . Planned giving with life insurance is a good supplement to regular donations you make to your favorite charity . Let's do our part to contribute in any way we can !

Charitable Giving

Charitable giving is alive and well in Ottawa and we are all benefactors . There are reported to be around 850 golf tournaments in Ottawa  ,including TK Fall Classic which we just finished last week , which help bring needed funds to our community . There are also bike rides , casino events , biking events and running to name a few . I am involved in supporting a number of charities and there is a lot of pressure to keep raising funds . I have been a table captain for  breakfast events for Ottawa Heart Institute and Ottawa Hospital Foundation . One common thread I find that it is often the same donors that I see being asked to step up and donate . I would like to encourage all of you to get involved in any way you can to help our charities and it does not always mean reaching into your pocket . At TK Financial our staff are very involved in our charity tournament  , biking and running to name a few of the things they do for you and I am extremely proud of all of them . Make a effort to get involved as you will never know when you , your family and or friends will be grateful for the benefits your dollars provide .