Liz Young , (Hon. B.Sc. 88), FCIA, CFP
Senior Financial Advisor, Branch Manager
Assante Wealth Management
225-339 Wellington Road South
London, Ontario
N6C 5Z9
Phone: 519-438-0083
Fax: 519-438-0094
eyoung@assante.com
Q: How long have you been an advisor in this area?
A: 13 years
Q: Do you have experience advising clients who have arranged planned gifts? For how many years?
A: Yes. Approximately 10 years.
Q: Have you made arrangements for a personal planned gift?
A: Yes, my husband and I have made a planned gift to Community Living London.
Q: What is your personal philosophy of philanthropy, and gift planning, specifically?
A: I believe that as Canadians we are incredibly fortunate to be given the opportunity to live well, including the benefits of education and health care. Because of this I believe it's important to give back to our community but also to those in the world less fortunate than us.
Q: Are you a member of the Canadian Association of Gift Planners – locally and/or nationally?
A: No