Since asking Bob Trowbridge to review my life insurance in 1998, he and I have worked as a team to create genuinely innovative insurance and annuity programs for both my personal and corporate scenarios. Results have been nothing less than spectacular.
Bob's strength is in his ability to surround himself with talented people; administrative, accounting and legal professionals who understand tax, and listen to the needs of clients. Bob quarterbacks an all-star team of Vancouver's most capable tax and estate planners; specialists who create investment cash flow, minimize tax and enhance opportunities for philanthropy.
ALAN F. WOLRIGE CA, Co-Founder of Wolrige-Mahon LLP Chartered Accountants
When it comes to effective charitable strategies Bob Trowbridge and his team deliver exactly what they promise.
In 2002 Bob let me know about 'Gift Builder', an annuity concept which could enable "donor friendly" fundraising for The Canadian Diabetes Association. I understand that ongoing donations from the Trowbridge Gift Builder programs now exceed $1,200,000 for various good causes and I'm delighted that Canadian Diabetes stepped up, did our due diligence, and instituted the program.
RUSTY GOEPEL, Senior Vice President Raymond James Ltd., Member - VANOC Board of Directors
Business families who are serious about their charitable initiatives and preservation of wealth could benefit from some of the innovative concepts developed by life insurance professionals.
Advisors today need to listen carefully to clients, be consistently responsive and do their homework to tailor recommendations that fit.
We’ve worked with the team at Trowbridge Haywood for a number of years now and we’re genuinely pleased with the outcomes.
KEN HALLAT, Founder of Novas Capital, PlanetClean and several other companies
Like every charity, Greater Vancouver Boys and Girls Clubs has to be proactive to make certain our great cause earns its fair share of philanthropic support.
In 2002 we took the time to meet with Bob Trowbridge to understand how his "Gift Builder" programs had created an ongoing flow of planned giving support for several Vancouver based charities concerned with health care and the arts. We set up our program with the support of several key donors and results have been gratifying as promised.
TERRY HOLLAND, CEO Krystal Financial and Past Chair of the Boys & Girls Clubs of Greater Vancouver Foundation
The Trowbridge Haywood team has brought several tax-advantageous concepts to our attention over the past decade.
Business owners and professionals who seek advice in the areas of insurance, investment and philanthropy will be very likely to appreciate their low-key approach.
LAWRENCE W GOULET, Trial Lawyer
Bob Trowbridge gave full support to the committee for the It's Her Game SFU campaign for which we used the Annuity program. He simply could not have been more effective in helping our team to understand the concept and to make it happen. Happily, the women's sports programs are still benefiting from annual contributions through the Annuities provided as long as I live.
BARBARA RAE, Former Chancellor of Simon Fraser University
Ultimately, true philanthropy comes from the heart and not from a desire to avoid taxes. That being said, a smart, tax-efficient gift plan, not only makes financial sense, but it allows a donor to have an impact for good beyond what they may have thought was possible. Many people have philanthropic dreams, but don't realize they can turn their dreams into reality.
Having worked with Bob Trowbridge before, I appreciate both his expertise in structuring a gift as well as his ability to recognize why people want to give. Bob's expertise means that he can distill the complicated into something that makes sense, and his empathy with his clients comes naturally as he too is committed to organizations that are important in his own life.
Working in the not-for-profit sector, the goal is to help people make a difference in the lives of others. Working with Trowbridge Haywood makes that goal easier to reach.
TRACY CROMWELL, Director of Development & Marketing, H.R. MacMillan Space Centre
My involvement as Chair of Pacific Parkinson's Research Institute (PPRI) caused me to reconnect with Bob Trowbridge around 2002. Bob and I used to tee it up a few times a year at Shaughnessy in the eighties and nineties but I've become pretty busy and don't seem to get out to the links quite so often these days.
It was in 2002 that Bob was the catalyst in creating a planned giving program called "Gift Builder" for PPRI which endures to this day as a source of annual "donor friendly" contributions to our vital cause. While insurance and annuities can be powerful fund raising tools, their features and undeniable advantages can seem complex and murky to the uninitiated. Bob and his team provide clarity and dedicated service; any worthwhile charity would be well advised to hear the "Gift Builder" story.
DALE PARKER, Chair of Pacific Parkinson's Research Institute (PPRI)
The team at Trowbridge Haywood understands the needs of high net worth individuals and businesses.
Since meeting with Trowbridge Haywood in 2010 their innovative, well researched concepts have had
a positive impact on my corporate and charitable initiatives.
ROBERT COOPER C.A.