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Agrawal Associates Private Wealth Management

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Agrawal Associates Private Wealth Management

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Philanthropic Solutions

Help important people and causes

Perhaps the greatest reward for all your hard work is seeing the results when you gift a portion of your wealth to those who need it. We can help you achieve your philanthropic goals through several charitable planning options while optimizing the tax benefits.

We can help you:

  • Simplify your charitable-giving activities through consolidation
  • Donate cash, securities or life insurance
  • Make periodic charitable gifts or donate on a systematic basis
  • Identify grants annually to eligible charities in your lifetime and beyond
  • Receive a tax receipt for each donation
  • Experience tax-differed growth of the assets in your account
  • Set up or review existing trusts, endowments, bursaries, or scholarships

 

Agrawal Associates Private Wealth Management can help you provide support to important people and causes. Contact us today to set up a confidential, no-cost, no obligation consultation with a member of our team. Call 403-727-2800, or book a meeting.

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Financial Services
  • Investment Management
  • Retirement Planning
  • Risk Management
  • Tax Planning
  • Cashflow Planning
  • Debt Management
  • Estate Planning
  • Business Planning
  • Intergenerational Transactions
  • Philanthropic Solutions

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  • Investors Group Securities Inc.

Contact info

  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
  •   403-727-2800
  •   888-996-9990
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IIROC Advisor Report

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.

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