What We Do

Philanthropic Tax Planning:

First and foremost, giving back comes from the heart. Many philanthropists do not always consider tax savings when it comes to their donations. The Foundation seeks to change that.

Our clients are among the most successful and generous people in society. Most want to know – what is the best and most efficient way to give? The answer to that question is through public flow through shares with a liquidity provider. Using our proven and efficient flow through share model, The Foundation can typically triple donations, and triple your impact, at no additional cost. We have facilitated significantly more flow through transactions than any firm in Canada and assisted in north of $150 million in donations to charities across the country.

Since 1954, Canada Revenue Agency (CRA) has offered a 100% tax deduction on flow through shares, which are stock issued by junior mining (and oil/gas) companies in Canada to fund drilling and exploration. The government offers this tax incentive due to the mining industry’s important role in employment and economic development, along with the substantial tax revenue should the company make a discovery.  According to a 2017 World Bank Report, mining is also essential to the future of renewable energy, through the much-needed supply of metals and raw materials.

To unlock the tax benefits, clients purchase these public flow through shares and then immediately sell them at a discount to an institutional buyer, or liquidity provider, for cash. This liquidity provider takes on the stock market risk, not our donors – this is a key benefit. The donors give the cash proceeds of the sale to the charities of their choice and receive another 100% tax deduction for this donation.

By combining these two taxes policies, our clients can reduce their taxes while giving more to a cause that touches their hearts. The Foundation takes care of the entire process for you, from beginning to end.