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I love my job!

It allows me, on a daily basis, to help people get properly protected from whatever lies ahead.

The most gratifying part of my day is working with charities and non-profits to develop planned giving programs and helping charitably inclined clients leave less to the tax department and much more to charity and loved ones.

It's a perfect win/win. Remember the big-hearted cardiologist?

I am extremely proud, honoured and humbled by recent media coverage of my activities.

(a blushing icon should appear here, whenever they invent one, or have they?)

Investment Executive, Canada's national newspaper for financial advisors profiled my charitable work. Read 'Committed to his community' here,

Investment Executive TV interviewed me about my work with charities and how I teach financial advisors about the importance of planned giving and how to incorporate philanthropy into their work. Watch it here .

Last month I hosted a professional advisors outreach breakfast at the Jewish Foundation of Greater Toronto and presented "The Critical Path® - Charitable Giving for Advisors" and discussed tax-friendly strategies for Charitable Giving.

The room was full with many of my colleagues and clients including legal, accounting, investment, family office and banking professionals; all were interested in learning how they too can make a difference with their clients as "gatekeepers" to family wealth.

This article I wrote for the Tax Letter® describes charitable planned giving strategies with the added advantage of reducing taxes payable. Read "Give and Receive" here.

Please be in touch if your favourite charity needs some professional help or to learn how to reduce your own tax bill while leaving more to the people you love and the charities you care about.

Call me toll-free at 1-866-566-2001 to get started or send an email to info@illnessPROTECTION.com

I look forward to helping you and your family.

Stay healthy