By Mark Bull, MFA-P, CLU, CFP, CHS, CEA
President, Bull Financial

This is the power of a Legacy Gift. 

One of my clients was no longer in need of an insurance policy after selling his business. Instead of cancelling them, Elwood made the decision to make a Legacy Gift, by transferring ownership and designating Simcoe Hall Settlement House as the beneficiary. 

As you know, Simcoe Hall is one of my favourite local charities in the Durham Region. The work that they do for families and children in need is unparalleled. Elwood heard the message, and he decided to make a difference. 

What an honour it is to be able to share this message. Thank you to Elwood and Mary for stepping out of their comfort zone and allowing us to share this incredible event. Thank you to Simcoe Hall for showing us the love and labour they pour into helping families each and every day. 

Check out Simcoe Hall here: https://simcoehall.com/

Let’s keep making a difference, take control of our social capital, and support our favourite charities. 

Click below to watch the amazing event.

Alternatively, you can watch the video on LinkedIn if the link below does not appear for you.

Mark Bull, MFA-P, CLU, CFP, CHS, CEA
President, Bull Financial
mark@bullfinancial.ca
905-576-0230

This is a general guide only and is not intended to replace professional financial and tax advice in any form. Please consult a professional financial advisor on how it relates to your situation. The information provided here is accurate as of the date of publication.