
Driven by Purpose
32 Remarkable Stories about Growing Your Wealth and Leaving a Transformational Legacy
By: Ryan Fraser
eBook | 2 January 2020
At a Glance
198 Pages
eBook
RRP $27.01
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What do camping trips, meteorites, museums, and "Jurassic Park" all have in common? Surprisingly, stories on these topics and many more are light and accessible entrées into the more serious subjects of estate planning and financial planning.
In thirty-two short chapters—each one based on a client’s personal story or an anecdote from the author himself— "Driven by Purpose" shows you the possibilities for growing your wealth and making a real impact through the legacy you plan to leave.
--Helps align your financial and estate planning with your personal values.
--Features dozens of strategies for leaving a lasting legacy and using charitable giving to make a transformational impact on the causes and organizations you support.
--Guides you towards finding financial solutions that fit your specific needs.
--Covers a wide range of topics to help you minimize tax while accomplishing your financial and charitable goals.
--Filled with real, personal stories that will inspire you to get your affairs in order and incorporate philanthropy into your financial and estate planning.
Estate planning can be a challenging process, but this book brings some fun to this complex topic, simplifying it and empowering you to make decisions and plans that are right for you.
And if stories about pirates and ghosts, bird sanctuaries, and the Great Pumpkin aren’t intriguing enough, "Driven by Purpose" reveals five easy ways to destroy your wealth, what to do when your brain won’t let you retire, and asks the provocative question, just how long is forever?
Discover how easy it can be to incorporate philanthropy into your financial and estate planning—and take control of your wealth, your life, and your legacy.
Industry Reviews
“Driven by Purpose is an easy-to-read book that will have you thinking about how you’re planning to leave a legacy for your loved ones. It’s funny, insightful, and full of concrete examples.”
—Perry Esler, Executive Director, Jesse’s Journey
“Through these stories, Ryan brings us into his world and the amazing people who have made an extraordinary impact on his life. These stories are inspiring, entertaining, and full of practical examples of how to grow your wealth and leave a transformational legacy. The people in these stories are real people, impacting real lives and motivating us to find our purpose and leave our legacy. Thank you, Ryan, for sharing these amazing people with us.”
—Susan Marshall, CEO, Brain Tumour Foundation of Canada
“A wonderful collection of heartfelt stories on how everyday Canadians plan their estate and financial future. There is a lot of secret, hard-won wisdom here that I wish more advisors would share.”
—Paul Nazareth, Planned Giving Expert & Educator
on
Preface
Part 1: Owning Your Legacy with Style
- The Man Who Won It All, and Then Gave It All Away
- Anna, the Ultimate Secret Santa
- The Wisdom of Stella
- Keeping the Lights on, Instead of Putting Your Name in Lights
- The Bonds of Family
- Two Veterans Who Gave Birth to a Museum
Part 2: Protecting Your Legacy
- How the Queen and Prince Left Their Kingdoms in Shambles
- Pirates, Ghosts, and Life Insurance
- Would You Let a Brain Surgeon Fix Your Car?
- What Happens If Your Kid Gets Struck by a Meteorite?
- The Greatest Gift You Can Give Is Being Prepared
- How to Avoid a Family War
- Harry the Waiter
- How to Delicately Cover Your Assets with a POA
Part 3: Building Wealth to Create Your Legacy
- Grow Your Wealth by Giving It Away
- The Baker and the Roller Coaster
- I Can See the Future from Here!
- Jim’s Pension and Jurassic Park
- A Hard Lesson
- A Values-driven Approach to Growing Wealth
- Five Easy Ways to Destroy Your Wealth
- When Your Brain Won’t Let You Retire
Part 4: Creating a Legacy of Philanthropy
- Birds of a Feather: Supporting the Right Kind of Charitable Organization for You
- Holy Expenses, Batman!
- Just How Long Is Forever?
- The Most Fun I Have Ever Had Building a Financial Plan
Part 5: My Own Life and Legacy
- My Two Grannies
- The Great Pumpkin: A Story About Mental Health
- How My Mom’s Death Made Me a Better Financial Planner
- Life Goes On
- Back-Country Camping, Procrastination, and Planning
- The Charitable Gifts in My Own Estate
Epilogue: Our Most Important Legacy
ISBN: 9781988344232
ISBN-10: 1988344239
Published: 2nd January 2020
Format: ePUB
Language: English
Number of Pages: 198
Audience: General Adult
Publisher: Quiet Legacy Planning Group Ltd.
























