Video of my Recent Interview With Brian Crombie
Check your finances just as you’d visit the doctor
Investor’s Digest of Canada published my article “Check your finances just as you’d visit the doctor”.
It explains the importance of understanding the details of insurance policies you currently own, and presents several important planning opportunities to consider now.
Despite 30 years of professional practice it continues to amaze me that so many successful people don’t know what they own until it’s brought to their attention, and sometimes it’s an ugly surprise.
Many people, after buying life insurance, simply ‘file and forget’.
Don’t be one of those people.
Contact us for a thorough review, with no cost or obligation.
All In the Family - Make A Family Participation Plan
“Why Philanthropy is a Good Investment: It’s not always obvious”.
Joining the newly formed Professional Advisor Task Force at St. Michael’s Hospital Foundation.
Delighted to announce I’ve been asked to join the newly formed Professional Advisor Task Force at St. Michael’s Hospital Foundation.
My dear friend and fellow MFA-P Mike Flux of Connor, Clark & Lunn Private Capital Ltd., a dedicated, long-time St. Michael’s donor and volunteer, is spearheading this important initiative.
The Professional Advisor Task Force will consist of leading lawyers, accountants, financial planners, insurance advisors and other estate professionals who are committed to providing strategic advice and supporting the hospital’s important work by promoting philanthropy through their professional practice.
LinkedIn Team Work
Eli, my eldest son’s best friend, graduated 6 months ago from York U
He was desperately seeking his 1st job in an accounting firm and was losing hope.
I told him to select 20-30 CPAs from my LinkedIn contacts and send a message saying he was my family friend and was “looking for work”.
Most replied ‘nothing available’ but would keep him in mind.
My dear friend and colleague Jeffrey Brown, a partner at Fuller Landau, sent Eli's note to his HR department as well as to several of his CPA friends including Danny Diamond of Grant Thornton.
Eli got an interview, and an entry level job offer from Grant Thornton!
TVO invited me to join their newly-formed Planned Giving Advisory Committee.
What Do You Own? Audit Thyself
Saul Korman, of blessed memory, was an AMAZING man
Back in 2005, when I was about to launch www.illnessPROTECTION.com, I sought some sage advice from Saul Korman, of blessed memory, who sadly passed away last week at the age of 86.
He was a legendary fashion retailer, an undisputed radio advertising icon, and goodwill ambassador for St. Maarten.
I actually cold-called Saul to get his opinion on whether to use radio advertising in a way that hadn’t been done before – to sell Critical Illness Insurance and Life Insurance.
Most people told me it was a crazy idea that wouldn't work.
But Saul said it was a great idea. So I took his advice to go on the air March 5, 2005, and thank G-d haven’t looked back since.
Saul was an amazing mensch, a super smart marketer and could ad lib a commercial like no one else.
What have we learned from the pandemic and how can we plan for the future?
Our Corporate Partnership with SickKids
Delighted to announce WEALTHinsurance.com’s corporate partnership with SickKids
The Hospital for Sick Children in Toronto is a 70-year-old national treasure.
I’ve lost track of the number of times our family, friends and clients have turned to SickKids for help.
Becoming a corporate partner this year was an easy decision: Send $ to the tax department or make a charitable gift to a cause we are passionate about – what could be simpler?
As a member of the Professional Advisors Council SickKids Foundation since 2018, it’s been my pleasure to help reach their ambitious goal to raise $1.3 Billion and build a new SickKids.
Special thanks to Kevin Goldthorp and Kelly Trickett for their incredible leadership
Would you like to save taxes AND create a lot of philanthropy?
2021 Resolutions - Must Do's
Results Are In - We reached a total of $61 million for 2020!!
We set our ambitious corporate goal of creating $100 million of new charitable gifts annually working with clients, charities, foundations and allied professional accountants, lawyers, bankers, investment and insurance advisors.
The results are in. We reached a total of $61 million for 2020!!
Very proud of our team considering a Covid year.
More then ever before, people want to create a legacy and go from success to significance - especially if it comes from converting taxes into charity.
Thank you to everyone who joined us.
G-d willing we are just getting started.
Upcoming GTA Accountants Network event on Jan 19th
Happy New Year!
Hope everyone had a wonderful holiday and wishing us all the best for 2021.
I’m looking forward to my upcoming presentation at the GTA Accountants Network event on Jan 19th to share great philanthropic strategies in my talk “Strategic Philanthropy - Helping Clients Maximize Giving and Minimize Taxes”.
It’s my 4th ‘appearance’ for the GTA Accountants Network, virtual this time.
Accountants, lawyers, investment and insurance professionals are the “gatekeepers” to help clients build their family charitable legacies.
We have a tremendous opportunity and responsibility to learn about this ourselves or collaborate, but we can’t ignore it.