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 appeared on Libby Znaimer's Zoomer TV show to discuss estate planning for Zoomers and seniors.
Mark returned to the Zoomerplex for another live appearance with Libby Znaimer on her “Fight Back" call-in show.
They discussed the important topics that most people avoid: death, taxes and how to avoid them.
Mark was the keynote speaker for the 7th annual SickKids Professional Advisor Network breakfast hosted by SickKids Foundation.
Sharing his experience with 100+ professional colleagues, he explained how to have the philanthropic conversation with clients and how to use creative, practical planning strategies to maximize giving and minimize taxes.
Mark is a member of the SickKids Professional Advisors Council, helping to raise $1.3 billion to rebuild the hospital. It's the largest fundraising goal in Canadian health care history.
If you are an accountant, banker, lawyer, financial or estate planning professional, please consider joining the SickKids Professional Advisor Network.
Please contact Kelly Trickett, Director, Gift & Estate Planning at Kelly.Trickett@sickkidsfoundation.com or 416-813-5225 for more details.
Mark was invited to meet with the Board of Directors of St. Joseph’s Health Centre Foundation.
He explained tax-advantaged strategies to expand planned giving activities and raise much-needed funds for St. Joe’s Hospital, a beloved community institution founded 100 years ago in Toronto’s west end.
Mark was Libby Znaimer’s guest at the Zoomer Radio studios for a live appearance on her "Fight Back" call-in show.
They discussed estate planning, taxes and maximizing an estate.
Markham Stouffville Hospital Foundation asked Mark to speak at their Financial & Estate Planning Seminar for donors.
Mark's presentation “Charitably Speaking: Maximizing Giving, Minimizing Taxes” explained several strategies to leave more for family and charity instead of the tax department.
Investor’s Digest of Canada published Mark's article “Life Insurance Options: Borrow, Rent or Buy". It describes several ways to acquire life insurance, including a strategy to acquire life insurance without tying up money on insurance premiums.
Zoomer Magazine published "Who Gets The Gifts?", an article describing Mark's philanthropic activities and "The New Philanthropy", his recent Ted Talk at Moses Znaimer's ideacity conference.
Mark was a faculty member and participated in the curriculum development of a new professional designation program for financial advisors active in Philanthropy: Master Financial Advisor - Philanthropy, “MFA-P™”
The “MFA-P™” is of particular value to advisors working with high net worth clients, and those who want to be responsive to the investment preferences of clients who include social impact in their investment policy statements.
MFA-P™ candidates will study our CPP Philanthropy™ strategy as an integral part of the program.
The online program was developed by The Canadian Association of Gift Planners, The Knowledge Bureau and Spire Philanthropy.
Mark was a keynote speaker at the Wealth Stewards annual conference for CPAs at the Millcroft Inn in Caledon, ON.
Wealth Stewards is a boutique firm of wealth counsellors for Canadian families and businesses and winner of the 2017 and 2018 Global Financial Planning Awards for Canada.
The event was attended by Chartered Professional Accountants and financial professionals who are committed to the holistic financial wellbeing of their clients.
Mark presented creative philanthropic strategies to preserve clients’ hard earned money from too much taxation while supporting favourite causes using money that would otherwise go to the tax department.
Mark was the keynote speaker at an invitation-only breakfast event for professional advisors and non-profit organizations hosted by The Jewish Foundation of Greater Toronto.
His presentation “Philanthropy for Your Clients” explained why being knowledgeable about gifting strategies and addressing clients’ philanthropic values are essential skills for every trusted advisor. The session focussed on how to begin the “philanthropic conversation” and how to include tax-advantaged philanthropy in clients’ overall financial planning.
Mark is the incoming Chair of the Professional Advisory Committee (PAC) at the Jewish Foundation.
Mark was the keynote speaker at an invitation-only breakfast event for professional advisors hosted by St. Joseph’s Health Centre Foundation.
“Philanthropy for Your Clients”, co-presented with Bob Clark of Newport Private Wealth, explained why being knowledgeable about gifting strategies and addressing clients’ philanthropic values are essential skills for every trusted advisor.
The session is part of St. Joe’s legacy and planned giving initiative and will focus on how to begin the “philanthropic conversation” and how to include tax-advantaged philanthropy in clients’ overall financial planning.
Mark was Libby Znaimer’s guest at the Zoomer Radio studios for a live appearance on her "Fight Back" call-in show.
They discussed estate planning, taxes and philanthropy.
Investor’s Digest of Canada published “Saving the family cottage" Mark's article that describes available planning strategies to preserve family ownership in a tax-friendly manner.
Mark delivered a "Ted Talk" at Moses Znaimer’s ideacity Conference in Toronto.
Now in its 20th year, the annual event has rightly earned its reputation as Canada’s “Premier meeting of the minds.”
Mark's talk "The New Philanthropy", in the Disruptors category, explained the democratization of philanthropy, how ordinary people can use tax dollars for charity to create lasting legacies and inspire future generations.
The event was held at Koerner Hall in Toronto on June 19, 20, 21.
Investor’s Digest of Canada published “Higher Returns, Lower Taxes" Mark's article that describes tax-friendly strategies available to business owners and incorporated professionals to accumulate and preserve wealth.
Mark returned a 2nd time as keynote speaker for the 2019 Canada Sales Congress.
The event took place at The Beanfield Centre, Exhibition Place, Toronto.
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 Canada to learn from leading successful advisors from across North America.
Mark was the keynote speaker at an invitation-only breakfast event for professional advisors and non-profit organizations hosted by The Jewish Foundation of Greater Toronto.
His presentation “Philanthropy for Your Clients” explained why being knowledgeable about gifting strategies and addressing clients’ philanthropic values are essential skills for every trusted advisor. The session focussed on how to begin the “philanthropic conversation” and how to include tax-advantaged philanthropy in clients’ overall financial planning.
Mark is the incoming Chair of the Professional Advisory Committee (PAC) at the Jewish Foundation.
Investor’s Digest of Canada published “You Sold Your Business, Now What?" Mark's article that describes the financial challenges confronting former business owners and explains several available strategies to minimize taxes and preserve wealth.
Mark was a member of the steering committee, and served as a moderator for the 2nd 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.
York University published Mark's article “Improve Your Finances Through Philanthropy” in the York U Legacies 2019 newsletter - on page 7.
Mark was the keynote speaker at an invitation-only breakfast event for professional advisors and non-profit organizations hosted by The Jewish Foundation of Greater Toronto.
His presentation “Philanthropy for Your Clients” explained why being knowledgeable about gifting strategies and addressing clients’ philanthropic values are essential skills for every trusted advisor. The session focused on how to begin the “philanthropic conversation” and how to include tax-advantaged philanthropy in clients’ overall financial planning.
Mark is the incoming Chair of the Professional Advisory Committee (PAC) at the Jewish Foundation.
Investor’s Digest of Canada published “For A Great ROI Be Philanthropic" Mark's article that explains the financial benefits available to generous people and describes several strategies to convert tax dollars into charitable gifts.
Investor’s Digest of Canada published “Do Not Wait: Get Organized Now" Mark's article that describes essential “must-do’s” to preserve your estate and protect your family from the financial fallout that occurs upon the death of a spouse.
Advisors Edge, a magazine for Canada's financial advisors, and its companion website Advisor.ca, interviewed Mark for an article that explains why advisors need to help their clients beyond building and protecting their wealth.
Understanding the importance of philanthropy and expanding their knowledge on the subject helps advisors better serve their clients and strengthen relationships.
Read: Create a rewarding charity experience for senior clients
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Avoidable Problems – Get Organized Now
This article describes essential “must-do’s” to preserve your estate and protect your family from the financial fallout that occurs upon the death of a spouse.
Getting Married - Romance Meets Reality
Issues to address when contemplating marriage that require the help and experience of knowledgeable tax, legal and estate planning professionals.
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CharityMATTERS™ is our new Philanthropy Newsletter.
The first edition launched on March 12, 2018
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