Mary Hagerman and Laurence Bond Auhtor Headshot Image

Mary Hagerman and Laurence Bond

Mary Hagerman is a Montreal-based investment advisor and portfolio manager with Raymond James Ltd. Laurence Bond is an investment finance intern with HEC Montréal.

How advisors can help clients build a charitable legacy How advisors can help clients build a charitable legacy

Planning and Advice

How advisors can help clients build a charitable legacy

Donor advised funds provide a flexible, tax-efficient vehicle for giving back

By Mary Hagerman and Laurence Bond |July 23, 2025

4 min read

More Columnists

Robin Riviere Image

Robin Riviere

You are not a commodity

July 31, 2025|4 min read

Kevin Hayes Image

Kevin Hayes

Fee-based models align value with advice

July 16, 2025|3 min read

Teaming is more than a buzzword

June 18, 2025|3 min read

Jim Lyons Image

Jim Lyons

Rebuilding the human framework of advice

August 5, 2025|3 min read

It’s time to elevate the advisor role

July 4, 2025|3 min read

Mathieu Messina Image

Mathieu Messina

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Jeffrey MacDonald Image

Jeffrey MacDonald

Are you ready for the second half?

July 7, 2025|3 min read

The power of financial advisor specialization

May 9, 2025|3 min read

Darryl Jackson Image

Darryl Jackson

Three proven ways to help your clients stop worrying 

April 28, 2025|3 min read

Your 8-step marketing plan

April 7, 2025|3 min read