Home Page - Andrew Pyle - Investment Executive - Scotia McLeod
Home Page - Andrew Pyle - Investment Executive - Scotia McLeod

 

Andrew Pyle
MA, CFP, CIM, FMA,
FCSI Wealth Advisor,
Assoc. Portfolio Mgr
705-876-3717
800-461-7588
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Our Services - Charitable Giving

Creating a Philanthropic Plan


If you are committed to creating a meaningful legacy that warrants the creation of a foundation, we offer the means and knowledge for you to make a lasting contribution.

With over 75 years of experience, we manage more than 400 foundations with endowments exceeding $1 billion, and a unique administrative capability through our Instant Office.

Our Instant Office specialists will:

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  • Ensure all regulatory requirements are met.
  • Work with the investment manager on security record keeping.
  • Prepare or assist with the preparation of income tax returns.
  • Facilitate all aspects of the grant application and allocation process.
  • Provide meeting support.

We apply our expertise to:

  • Assist in the selection of a foundation's governing documents and the drafting of its gifting objectives.
  • Oversee all aspects of foundation administration through our Instant Office.
Professionally manage the foundation's investment portfolio


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