Advisors

We promise to make you look good.

When professional advisors partner with Calgary Foundation, you better serve your clients’ charitable goals and help their giving go further. Our expertise in philanthropy can offer your clients a more comprehensive service and give you, as their advisor, the opportunity to be part of the impact.

In collaboration with Calgary Foundation, you can:

  • Provide direction for your clients looking to create a family legacy
  • Have greater insight to your clients’ passions
  • Gain extensive knowledge of the charitable community
  • Highlight tremendous tax benefits for your clients

Helpful Resources

We pride ourselves on offering highly personalized services. That includes helping your clients find giving solutions that will meet their financial and charitable goals. Our customizable giving solutions consist of a variety of ways to give now and later.

Your individual charitable intentions are a reflection of your values and principles, not the values and principles of your advisor. It's not my story, it's my clients' story.

Dale Ens

Financial Advisor