Acuity 2024: Innovative Solutions to Maximize Clients’ Philanthropic Goals

The Great Wealth Transfer represents an unprecedented passage of assets from one generation to the next, with approximately $1T passing from baby boomers to the next generations by 2026, but what does this generational wealth transfer mean for philanthropic giving? Although more dollars are being donated in Canada, fewer people are donating. Financial challenges are presenting barriers to donors, but so is lack of clarity of impact. Learn more from Kristin Ramlal and Evan Connell of Canada Life, only at the 2024 Acuity Conference for Distinguished Advisors this November.

Check out the online agenda, and our illustrious speakers and sponsors – and be sure to register by the September 30 early-bird deadline to join us in Montreal for the 2024 Acuity Conference for Distinguished Advisors!

During this session you’ll find out how to unlock the full potential of next-gen philanthropists through a focused and sustained start with innovative and strategic philanthropy solutions designed to maximize 5 “impacts”:

• Personal sense of purpose in community
• Community cause
• Foundation
• Sustainability
• Financial peace of mind.

Kristin Ramlal
Vice-President, Institutional Investment Sales, Canada Life

Kristin is a proud young professional woman in wealth management, with over 20 years experience in the financial services. Her experience includes Canadian/US personal banking and lending, retail and institutional investment account management, portfolio analysis/construction, security research and trading, and financial, retirement and estate planning. She currently employed by Canada Life as VP, Institutional Investment Sales and has a passion for holistic wealth advisory.

Evan Connell
Director, Par Sales Strategies, Canada Life

For more than a decade, Evan has worked in several estate planning roles with Canada Life. He currently helps to create innovative insurance tools to support advisors and clients across Canada in having important financial, estate and legacy planning conversations with clients.

Career Highlights: Directly connected to the development and roll out of a unique insurance offering in the Canadian philanthropic sector. Canada Life’s My Par Gift is the first insurance solution developed to meet the needs of the charitable sector in Canada.

About Canada Life

At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Our customers across Canada trust us to provide for their financial security needs and to deliver on the promises we make.

That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities. Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.