Most of us at Prometheus Private Advisory Group grew up right here in Vancouver, and are grateful to be privileged. That’s one reason we’re all about making our beloved Vancouver, and the world (because why stop there?) a better place.
We designed our charitable planned giving strategies to do just that. We use our expertise and powerful financial tools to connect charities and donors to create a greater impact.
It’s a win for everyone involved!
If you're with a charity
We want to help you help others! Our team empowers charities through financial knowledge and by providing tools and vehicles to build additional fundraising platforms. This magnifies your societal impact.
We work in conjunction with your donation and gifting department to complement your current fundraising activities.
Our legacy gifting strategy provides the opportunity to significantly enhance the size of the gift, as well as create a substantial financial endowment, so your donors can continue to support the cause they know and love.
Our strategies provide charities with a perpetual and predictable stream of stable income, rather than relying on grants and donations every year.
If you're the donor
How do you want to be remembered? What difference do you want to make? When we understand your goals, we can use financial and tax-savings strategies to help you create legacy capital to benefit charities in a way that makes the most impact as well as enhancing charitable tax credits for you!
You can be a major gift donor with a relatively small contribution. We can show you options to help you donate smarter, not harder.
We can increase your charitable tax credits by structuring effective donation strategies such as creating your own endowment, allowing you to continue giving even after you’re gone.
We simplify the process of gifting, saving time and fees. We also ensure the charity receives your gift in a timely and cost-efficient way after your passing.
Looking for something else? See our other solutions.
We develop strategies to help you grow your wealth, protect what matters and create your legacy. With us, you’re free to share all your money habits: tell us about your scotch collection, favorite fine dining experiences, or annual trips to Ibiza.
When we know what you want out of life, we can help you align your finances with purpose.
We specialize in working with incorporated business owners in BC with an expert focus on healthcare professionals, including physiotherapists, medical doctors and dentists.
Let us help you take it to the next level by combining investment, insurance, and tax planning.