Life & Legacy
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community

Charitable Giving Policy:
Life & Legacy designates a % of total operating revenue every year to be allocated to non-profit organizations and charities.

We look for initiatives which are sustainable, build on community interest and support and add lasting value beyond the dollars invested.

We recognize that our people are the face of our company so we encourage and support the community-minded volunteer efforts of our employees and associates.

Individuals or organizations requesting support should be:
  • Non-profit or registered as a Canadian charity with a
  • CRA tax number or equivalent
  • Using the dollars within the GTA and outlying areas

We focus our support in the following areas:
  • causes, organizations or charities benefiting children
  • causes, organizations or charities which are introduced to
    ​us by a client

Groups/individuals we have donated to in the past:
The Great Cycle Challenge Canada - Riding to Fight Kid's Cancer
CIBC Run for the Cure
Canadian Red Cross (Tsunami Relief)
Camp Oochigeas for children with cancer
Families affected by Hurricane Katrina
Quinte’s Children of Chernobyl
Brampton Royals Baseball Team
North Halton Girls Hockey Association

SUBMITTING REQUESTS

Please direct any applications to our program to the email address below or by snail mail at the address shown:

service@lifeandlegacy.ca
Life & Legacy Advisory Group
Unit 2 -2390 Bristol Circle, Oakville ON  L6H 6M5

Submissions should be no longer than one page and include the identity and purpose of the charity/organization, geographic location of where the money will be used, and the name of the person/representative submitting the application.

All applications will be responded to either by email or in writing.


We are a proud member of the Canadian Blood Services "Partners For Life" Corporate Giving Program
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Unit 2 - 2390 Bristol Circle, Oakville, ON L6H 6M5   905.277.1234
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​© 2023 Life & Legacy Advisory Group. All Rights Reserved
  • Home
  • Our Story
  • Services
    • Cashflow Planning
    • Life Insurance
    • Income Protection
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Tax Strategies
  • The Team
    • Join the Team
  • ENRICHMENT
    • Financial Enrichment Series
    • CPP Benefits
    • Post Secondary Scholarships
    • News Feed
    • Financial View Point
    • COMMUNITY
    • Retirement Study
    • Financial Stress Index
    • LINKS
  • Podcast
  • Contact
    • Consult with Al
    • Consult with Joe
    • Consult with Peter
    • Consult with Joseph