Advisors With Purpose
Advice That Starts With Purpose
The Foundation and CBWC have partnered with Advisors with Purpose (AWP) to provide constituents with tools that create thoughtful estate plans that reflect their faith, family, and values - FREE OF CHARGE.
AWP estate planning specialists work with you to explore your goals, understand your circumstances, and craft a plan that ensures your wishes are clearly communicated through your Will.
Why Purpose Matters
​Money on its own doesn’t create fulfillment. Purpose does.
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Our advisors work with constituents to connect their financial plans with the life they want to live—whether that means:
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Freedom in retirement
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Supporting family and future generations
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Philanthropy and community impact
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Experiencing the world
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Peace of mind
We believe financial planning should answer a deeper question: “What is your money for?”
Why Estate Planning Matters
Many Canadians have not created or updated their Will, leaving important decisions unplanned. In fact, nearly 60% of Canadians do not have a current Will.
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Thoughtful estate planning can help:
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Reduce taxes and fees at death
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Protect family harmony
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Provide clarity for executors and heirs
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Plan for unique family circumstances
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Ensure your assets are distributed according to your wishes
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Support causes and charities you care about.
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A Will is often the last statement we make, and thoughtful planning ensures that statement reflects your heart and intentions.
01
Initial Conversation
Your advisor walks through potential strategies, tax considerations, and legacy choices.
02
Explore Your Options
An estate specialist meets with you by phone or video to understand your family, assets, and priorities.
03
Personalized Estate Plan
You receive a detailed estate planning outline that clearly explains your options and next steps.
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Finalizing Your Will
You take the plan to your lawyer or legal platform to complete your Will.
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All services are free, confidential, and provided without obligation, and no financial products are ever sold.
What Our Clients Say
“Through my association with the CBWC Foundation, I learned that CBWC congregants could receive free unbiased estate planning advice from Advisors with Purpose. My wife and I decided to give them a try. We were soon introduced to a representative who helped us update our plan. We had long intended to tithe on our estate but learned that tithing a specific percentage can bring unnecessary complications. So, we accepted her suggestion of preparing a Letter of Intent so that our tithe would be handled by a third party, in this case the CBWC Foundation, who distributes the gifts according to our direction, without complication. AWP offered great advice and personal service, respecting our faith and values.” – CBWC constituent