Charitable Impact Supports Financial Advisors at Wealth Professional Awards

June 11, 2024

Luisa Velez

Luisa Velez

Director, Corporate Communications

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Toronto, ON - June 6, 2024 - The Canadian wealth industry gathered in Toronto to celebrate outstanding achievements in wealth management and financial planning at the Wealth Professional Awards. Charitable Impact was proud to participate in this prestigious event, highlighting its dedication to philanthropy and community service.

Charitable Impact sponsored the Charitable Impact Award for Excellence in Philanthropy and Community Service, which was awarded to Abbott Wealth Management – Harbourfront Wealth Management for their exceptional contributions of time, leadership, and financial support that have significantly impacted communities and causes.

"We are thrilled to recognize Abbott Wealth Management – Harbourfront Wealth Management for their remarkable dedication to philanthropy," said John Bromley, CEO & Founder of Charitable Impact. "Their work exemplifies the powerful impact that financial advisors can have on their communities."

Charitable Impact's involvement in the awards underscores its mission to enhance philanthropy within the financial sector. The organization believes financial professionals are crucial in guiding their clients' charitable giving decisions. This belief is reflected in Charitable Impact's Charitable Investment Program, which assists advisors across Canada in integrating charitable donations and asset management solutions into their services.

"In 2023, advisors participating in our Charitable Investment Program contributed an impressive $130 million to Canada's philanthropic sector," said Eugene Wong, Director of Charitable Investment Programs at Charitable Impact. "This achievement highlights financial professionals' significant role in driving charitable giving and making a meaningful difference."

Charitable Impact was also nominated for the WEALTHTECH SERVICE PROVIDER OF THE YEAR. Although the award went to Broadridge, Charitable Impact expressed their honor to have been recognized among such esteemed peers.

"It is always a privilege to be recognized positively in any way for what we do. As we face challenges like declining donation levels and increased demand for services, our commitment to supporting wealth management firms and financial professionals in promoting strategic and tax-effective charitable giving opportunities remains unwavering," said Luisa Velez, Director of Corporate Communications at Charitable Impact.

For more information about Charitable Impact and its initiatives, visit www.charitableimpact.com.

For interview requests and media inquiries, please contact:

Luisa Velez

Director, Corporate Communications

Charitable Impact

Email: [email protected]

Phone: 778-302-2978