Plain English Finance
The Plain English Finance podcast is hosted by Tré Bynoe CFP® CIM®, a financial planner with TCU Wealth Management and Aviso Wealth.
While Tré specializes in working with families with more complicated finances, typically involving corporations and trusts, this podcast is for anyone wanting to learn how to make high-quality decisions based on evidence, to give themselves the highest likelihood of financial success.
You should always consult with your financial, legal, and tax advisors before making changes.
This podcast is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell any securities.
The views expressed are those of the individual and are not necessarily those of Aviso Financial Inc.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Plain English Finance
Ep. 17 | How to Give More to Charity and Pay Less Tax
Want to support a cause and cut your tax bill? This episode is for you.
Tré explains how to give to charity in a smarter, more tax-efficient way — without spending more out of pocket. Whether you're tithing, giving to local rescues, or donating to major organizations, there’s a better way than cash or cheques.
The key? Donating appreciated investments.
You’ll learn:
- Why giving securities instead of cash saves you tax
- How to turn capital gains into tax-free donations
- The role of CanadaHelps and how to use it
- What advisors often miss when clients make large donations
- How business owners can give through their corporations
If you’re giving thousands a year and no one’s talked to you about this, that’s a red flag.
Follow, rate, and share to help more Canadians give generously—and wisely.
