Partners in Planning

Are you a Professional Advisor? Join us as a Partner in Planning!

We understand the critical work Professional Advisors like you make to ensure your clients are equipped with the knowledge, understanding and trust in their wealth and estate management teams.

Connecting with clients about their charitable aspirations through the philanthropic conversation deepens the relationship and builds the foundations of life-long collaboration, helping clients achieve their philanthropic and financial goals. While many advisors support their clients in these aspirations, many need more information about how to grow their book of business and engage new clients through the power of philanthropic giving.

Please join us as a Partner in Planning and get involved in our Exclusive Advisor Event below. Partners benefit from invitations to Foundation events, resources to engage clients in new ways, as well as training in the important philanthropic conversation. We have developed a program to engage with you, our network of professional advisors, to keep you informed of the current priorities of the hospital and tools to work with your clients who are interested in philanthropy, either now or through their estate plan.

When: Thursday, Oct 26, 2023

Where

Morgan Creek Golf Club

3500 Morgan Creek Way, Surrey

Time(s)

Networking Lunch: 11:00 am

Speaker Presentation: 12:00 pm

Tickets: FREE! Only your RSVP is required to gain access to this event.

RSVP now by sending us an email!

Join us for our next event!

ONE SIZE DOESN’T FIT ALL: TAILORED PHILANTHROPY SOLUTIONS

October 26, 2023 at Morgan Creek Golf Club

Philanthropy forms part of nearly every client meeting Jamie Golembek conducts with high net worth clients. Join us as Jamie shares his personal experiences and discussions with clients on the topic of strategic charitable giving, and how he tailors the philanthropic solution to meet the client’s situation, with tax savings as a driving factor in donation design.

You’ll also hear from Elodie Bezubiak, Leadership Giving Officer, and Selina Lai, Planned Giving Officer, as they give an inside look at Peace Arch Hospital’s current fundraising campaign for Medical Imaging. This session is recommended for all local professional advisors including Financial Advisors, Accountants, and Legal Professionals.

What’s more? Professional advisors who attend this event will receive recognition in the Peace Arch News! All Partners in Planning will be listed as the Foundation’s esteemed partners in a full-page PAN ad, to be placed after the event takes place.

Connecting with clients about their charitable aspirations through the philanthropic conversation deepens the relationship and builds the foundations of life-long collaboration, helping clients achieve their philanthropic and financial goals. While many advisors support their clients in these aspirations, many need more information about how to grow their book of business and engage new clients through the power of philanthropic giving.
Amy O'Leary, Director of Philanthropy

Meet our Guest Speaker

Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. As a member of the CIBC Private Wealth Management team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions.

He joined the firm in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning. Jamie has also worked for Deloitte’s as a tax specialist in the Toronto office, where he specialized in both personal and corporate tax planning.

Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National and was a regular personal finance guest on The Marilyn Denis Show.

"The simple act of giving is truly transformational. Every dollar we receive is enhancing health care in this community, whether it’s supporting our capital infrastructure, the purchase of essential medical equipment, or funding a wellness program like stroke recovery or a children’s club to encourage healthy habits and active play. It all matters and it all makes a difference."
Stephanie Beck, Executive Director at Peace Arch Hospital Foundation

Event Sponsor

Thank you to our generous sponsor. This year’s event for professional advisors would not be possible without CIBC Private Wealth Wood Gundy.

More Resources for Professional Advisors

Allow us to help you help your clients. We understand the critical work professional advisors like you make to ensure your clients are equipped with the knowledge, understanding and trust in their wealth and estate management teams, and we want to arm you with the tools you need to double your impact!

Visit our Information for Professional Advisors page for more resources, videos, downloads, event opportunities, and more!

Hospital Projects