Professional Advisors

Working with professional advisors and donors, Calgary Foundation guides strategic charitable investments based on long, deep ties to the local community. Professional Advisors have the power to make a difference by assisting clients to fulfill their philanthropic dreams.

In collaboration with Calgary Foundation you will:

  • Provide direction for your clients looking to create a family legacy
  • Offer a more comprehensive service to your clients
  • Have greater insight to your clients’ passions
  • Have the opportunity to be a part of the impact your clients are fostering

In collaboration with Calgary Foundation your clients will:

  • Gain extensive knowledge of the nonprofit community
  • Have increased opportunities for donor education and involvement
  • Have access to family philanthropy consulting and administrative resources
  • Receive tremendous tax benefits

Our industry is evolving, and so the planning process has to evolve. To me, the only certainty about the future is that, as Advisors, we’ve got to continually get better.

Susan O’Brien

Vice President & Senior Wealth Advisor, susanobriengroup Wealth Advisory, BMO Nesbitt Burns