Plan To Prosper
This article describes tax-friendly strategies used by business owners and incorporated professionals to accumulate and preserve wealth.
Past News & Events
Mark spoke at the GTA Accountants Network event and shared great philanthropic strategies in his talk “Strategic Philanthropy - Helping Clients Maximize Giving and Minimize Taxes”. This was his 4th ‘appearance’ for the GTA Accountants Network, virtual this time.
In his capacity as a media Ambassador for FP Canada - the certification body for Canadian Certified Financial Planners (CFPs) - Mark was interviewed by CTV Morning Live Ottawa to provide top tips for consumers to stay on budget while last minute shopping for the holidays.
Investor’s Digest of Canada published Mark's article "Consider Permanent Tax-Exempt Insurance". It explains 4 key reasons to buy Permanent Tax-Exempt Life Insurance and why it deserves serious attention as part of any comprehensive estate, retirement and investing planning.
Mark spoke at this webinar presented by the Scarborough Health Network Foundation (SHN Foundation), operator of 3 major community health hospitals - Scarborough, Centenary, and Birchmount.
He presented “Charitably Speaking: Maximize Giving, Minimize Taxes” and explained several great ways to convert income taxes to charitable gifts, and why you don’t have to be rich and famous to be a philanthropist.
Mark presented “The New Philanthropy” at the Advocis AGM and Holiday Recognition Event.
Advocis is The Financial Advisors Association of Canada.
Mark explained how he helps clients convert tax dollars into generous charitable gifts and create enduring philanthropic legacies for their families.
As a member of the SickKids Foundation Professional Advisors Council as well as a corporate sponsor, it is especially gratifying that Advocis has agreed to donate $10 from every ticket sold to SickKids Foundation.
Our corporate goal is the creation of $100 million of charitable donations annually, working with clients, generous donors of non-profits and collaborating with allied professionals like lawyers, accountants, investment and insurance professionals.
Mark was a guest speaker at the 2nd Annual Cross-Institutional Lending Conference presented by Gowling WLG Hamilton.
The event was attended by approximately 300 commercial bankers and financial professionals from across Canada.
His presentation "Is Philanthropy In Your Business and Estate Plan?" described the strategies we use to help clients preserve wealth and create generous charitable gifts using financing and leverage strategies.
Our corporate goal is to create $100 million annually in charitable donations working with clients, generous donors of non-profits and collaborating with allied professionals like lawyers, accountants, investment and insurance advisors.
Mark was a guest presenter at the Virtual Summit “Evolution of Estate Planning“, a unique event featuring more than 50 speakers, spread out over 5 days between November 18th and December 16th
More than 500 accountants, bankers, lawyers, insurance advisors, and other professionals from across Canada and the U.S. are expected to attend, and hopefully they will be inspired to become more involved in philanthropy, and bring us closer to achieving our corporate objective of raising $100 Million of charitable giving annually.
Registration is free, details here
Mark was a featured speaker at a unique invitation-only Zoom event Canadian Shaare Zedek Hospital Foundation.
He presented “Tax Efficient Strategies For Philanthropy” and explained how to make generous tax-advantaged charitable gifts.
November is Financial Literacy Month.
As a Media Ambassador for FP Canada, Mark was interviewed by Jeff Sammut for his Canada Talks show on SIRIUS XM radio (channel 167).
They discussed the results of a recent FP Canada survey on COVID‘s financial impact and what people should be doing right now to get their affairs properly organized.
Listen here: https://bit.ly/3n0EzO8
Mark returned for a 3rd time as keynote speaker for the 2020 Canada Sales Congress.
In contrast to previous years, it was a 2-day virtual event.
Since its launch in 2013, the Canada Sales Congress has filled the void that developed in recent years in the area of quality sales development training for financial advisors.
The event gathers insurance professionals from across the country to learn from leading successful advisors from across North America
Mark was interviewed for a special feature about Philanthropy in The Insurance Journal
“Help Your Clients Leave a Lasting Legacy” explains how strategic charitable giving allows clients to make a bigger impact while also reducing tax liabilities, and why advisors should become more involved.
Investors Digest of Canada published Mark's article "Six strategies to consider now". It explains timely estate planning ideas to preserve wealth for family and favourite causes.
Investors Digest of Canada published Mark's article "Build a no-limit tax-free savings account". The article explains how to build a No-Limit TFSA for yourself and your business and other strategies to preserve your hard-earned money for family and the charities you care about, instead of the CRA.
JAZZ.FM91, Canada’s premier jazz radio station, and a not-for-profit registered charity, invited Mark back for another on-air interview with afternoon drive host Brad Barker.
They discussed several planned giving strategies, such as donating appreciated marketable securities, bequests in a will and gifting Life Insurance policies.
Investors Digest of Canada published Mark's article "This too shall pass: Shaking the bug". The article contains several important estate planning recommendations to implement right now.
JAZZ.FM91, Canada’s premier jazz radio station, invited Mark for an on-air interview with afternoon drive host Brad Barker. They discussed the importance of estate planning during the COVID pandemic and why it’s never been easier to get Life Insurance, now available without medical underwriting, all in a 15 minute phone call.
Mark also explained several planned giving strategies using Life Insurance in support of JAZZ.FM91 - a not-for-profit registered charity . Listen to their conversation here.
As a member of the steering committee for the third year, Mark will return as a moderator for the 3rd Annual High Net Worth Invitational Forum presented by the Northwind Professional Institute at Langdon Hall in Cambridge, ON.
The event is an exclusive gathering where like-minded professionals share best practices to provide the most up to date estate planning, wealth preservation and insurance solutions for clients.
Mark was appointed to the St. Joseph's Promise Legacy Council, a group of community leaders and like-minded professionals helping to raise more than $100 million to help St. Joe’s meet the health care needs of Toronto’s west-end community.
Mark returned to the Zoomer Radio studios for another episode with Libby Znaimer on her Fight Back show, where they continued their discussion of wealth preservation for retirement and the importance of proper estate planning to maximize assets and minimize taxes.
Next was a TV appearance on the Zoomer Show, for a panel discussion about the burgeoning longevity industry.
Mark returned to the Zoomer Radio studios for another episode with Libby Znaimer on her Fight Back show.
They continued their discussion of wealth preservation for retirement, Mark explained the difference between investing and planning, and shared the top 3 questions people ask about retirement planning.
Mark returned to the Zoomerplex for another live appearance with Libby Znaimer on her “Fight Back" call-in show.
They discussed the importance of protecting retirement plans and strategies to preserve hard-earned money.
Mark commented on the recent decision by the British Columbia Financial Services Authority to ban traditional gifting of life insurance policies to charity, now considered “trafficking”.
Investor’s Digest of Canada published Mark's article “Investing and Planning: Keep Your Money" It explains the difference between investing and planning and describes strategies to preserve wealth while minimizing taxes.
Libby Znaimer of Zoomer Radio invited Mark back into the studio to share some year-end tax tips to help preserve hard-earned money.
Mark assumed his official role as Chair of the Professional Advisory Committee (PAC) at the Jewish Foundation of Greater Toronto.
PAC consists of leading lawyers, accountants, financial planners, investment managers and insurance professionals who are committed to supporting the Jewish Foundation's work by promoting philanthropy through their professional practices.
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CharityMATTERS™ Newsletter
CharityMATTERS™ is our new Philanthropy Newsletter.
The first edition launched on March 12, 2018
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