FROM GENERATION THE JEWISH COMMUNITY FOUNDATION OF MONTREAL TO GENERATION Where smart philanthropy starts "As my grandson Nicolas grows up, my wife and I want nothing more from him than to be a contributing member of society able to look after himself, his family and those less fortunate. Now that I have a reached a certain age, I can afford to give back, and I am grateful the JCF makes it so easy for me." Born and bred in Montreal, David worked at London Life for more thana decade before launching his own finançial services firm in 1987. Today, David Forest Financial Services advises successful and wealthy individuals, with a view to maximizing and securing their net worth, as well as maximizing their income and what they leave to their spouse, children, and charities. David set up his family fund with the JCF years ago after meeting with Robert Kleinman JCF's Executive Vice President. "What attracted me to the JCF was Bobby's wise counsel and that of his colleagues, which has allowed me to take advantage of tax planning tools to maximize my donations, allowing me to give more at a lower cost." "I have been so impressed with the experience," adds David, "that I have convinced my colleagues to set up their own donor advised funds with the JCF. We When our first grandson Nicolas was V also promote the JCF and their tax smart ideas with our clients and their advisors, because it all simply works very well." born last year, I was reminded of what Kathy Assayag said to me not so long ago: 'It is more important to pass on your values than your valuables. Over the years, David and his family have supported a wide range of causes including Dans La Rue, Centraide, and The Montreal Children's Hospital. "My father is a model for me," explains Daniel, David's son, "and I am sure he will be an example of good citizenship for my son Nicholas. Our goal is to follow in his footsteps and to do our small part in helping improve the quality of life of all Montrealers." Where smart philanthropy starts To arrange a meeting and explore your options, contact us at 514.345.6414 or visit www.jcfmontreal.org. FROM GENERATION THE JEWISH COMMUNITY FOUNDATION OF MONTREAL TO GENERATION Where smart philanthropy starts "As my grandson Nicolas grows up, my wife and I want nothing more from him than to be a contributing member of society able to look after himself, his family and those less fortunate. Now that I have a reached a certain age, I can afford to give back, and I am grateful the JCF makes it so easy for me." Born and bred in Montreal, David worked at London Life for more thana decade before launching his own finançial services firm in 1987. Today, David Forest Financial Services advises successful and wealthy individuals, with a view to maximizing and securing their net worth, as well as maximizing their income and what they leave to their spouse, children, and charities. David set up his family fund with the JCF years ago after meeting with Robert Kleinman JCF's Executive Vice President. "What attracted me to the JCF was Bobby's wise counsel and that of his colleagues, which has allowed me to take advantage of tax planning tools to maximize my donations, allowing me to give more at a lower cost." "I have been so impressed with the experience," adds David, "that I have convinced my colleagues to set up their own donor advised funds with the JCF. We When our first grandson Nicolas was V also promote the JCF and their tax smart ideas with our clients and their advisors, because it all simply works very well." born last year, I was reminded of what Kathy Assayag said to me not so long ago: 'It is more important to pass on your values than your valuables. Over the years, David and his family have supported a wide range of causes including Dans La Rue, Centraide, and The Montreal Children's Hospital. "My father is a model for me," explains Daniel, David's son, "and I am sure he will be an example of good citizenship for my son Nicholas. Our goal is to follow in his footsteps and to do our small part in helping improve the quality of life of all Montrealers." Where smart philanthropy starts To arrange a meeting and explore your options, contact us at 514.345.6414 or visit www.jcfmontreal.org.