IT IS MORE THAN MONEY…

It’s all about creating family legacy

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MY ROLE IS TO ARTICULATE YOUR VALUES AND REACH THE PLACE OF YOUR VISION

Cheryl is a philanthropic advisor who impacts lives with a unique and strategic approach. She guides her clients in shifting from short-term, less structured giving to sustained, focused, high-impact philanthropy.

After a career driving profit and growth at TD Bank Financial Group, Cheryl served as Director, Corporate Engagement, at World Vision Canada.

Through her philanthropic advisory practice she works with clients to design innovative programs and direct large-scale philanthropic investments to many organizations in the arts and culture, education, sports, vulnerable communities, the environment, health, relief & development and public policy sectors. Changing the lives of recipients, donors, clients and organizations.

Over 25-year track record of navigating and bringing solutions to the complexities of organizational and financial objectives.

Over 20 years focused on understanding family dynamics and how High and Ultra High Net Worth families make their decisions when considering philanthropic investments.

Developed a strong understanding of the non-financial returns of philanthropic investment and the ability to illustrate the Social ROI.

Directed over $135 million to charitable causes

Over 25-year track record of navigating and bringing solutions to the complexities of organizational and financial objectives.

Over 16 years focused on understanding family dynamics and how High and Ultra High Net Worth families make their decisions when considering philanthropic investments.

Developed a strong understanding of the non-financial returns of philanthropic investment and the ability to illustrate the Social ROI.

Directed over $120 million to charitable causes

What you do today echoes for a lifetime

Philanthropy is a journey and I will guide you in creating the world you envision.

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Here are the Tenets to get you there.