In Brandon and across Western Manitoba—places like Souris, Neepawa, and Boissevain—giving isn’t just a financial decision; it’s a personal one. At Dennis Hunt & Associates - IG Private Wealth Management, we help clients integrate charitable giving into their financial lives in ways that are thoughtful, tax-efficient, and deeply meaningful.
One client, a retired business owner from Killarney, approached us with a desire to support causes that had shaped her family. She didn’t want to simply write cheques—she wanted to build something lasting. Working together, we developed a charitable giving strategy that included a donor-advised fund, the donation of appreciated securities, and naming a local charity as a beneficiary on her life insurance.
The result was a flexible plan that honoured her values, reduced her tax burden, and created a legacy of generosity her grandchildren could see and carry forward.