Corporate Social Responsibility
Doing More of What Matters
At CrossPoint Financial, our dedication to generosity is not just a statement; it's a commitment woven into the fabric of our corporate identity.
Our Commitment
Generosity is part of who we are
We define generosity as a heartfelt desire to invest our time, expertise, and financial resources for the greater good. We are proud to help grow vibrant and sustainable communities in Ottawa through a range of corporate responsibility programs and initiatives, and to offer our clients tools to align their wealth with their values.
This includes:
An Internal Generosity Committee
Undertaking service projects
Releasing employees to volunteer
Making financial donations to charities
Channeling holiday client gift funds to corporate donations
A socially responsible investing and ESG model portfolio for aligned clients
Our charity partners
We are proud to support these organizations in building stronger communities.
Our Commitment
Donate appreciated securities and save on capital gains tax
If you are interested in donating appreciated securities held in your non-registered account (where you save the capital gains tax!), we’d be happy to help facilitate this. Please contact your advisor for more information.
Did you know?
Donating appreciated securities directly to charity is more tax-efficient than selling and donating the cash. You eliminate capital gains tax and receive a charitable receipt for the full market value. Most advisors don't facilitate this, we do.