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 wrote an article for Investor’s Digest of Canada that explains how and why wealthy Canadians use insurance products for their benefit.
Investor’s Digest of Canada published “Why financial literacy is important" Mark's article that explains the importance of understanding the basic principles of personal finance and provides four financial neccessities.
WEALTHinsurance.com proudly sponsored a special musical event celebrating the 50th Anniversary of Humber College at The Royal Conservatory in downtown Toronto.
Aneil Gokhale, Director of Philanthropy at Toronto Foundation, asked Mark to appear in this video for their Professional Advisors & Philanthropy Series.
He especially liked the CPP Philanthropy™ strategy – and produced this bonus episode to explain how it works.
As a proud supporter of Regesh Family and Child Services, WEALTHinsurance.com sponsored The Night of Broken Glass event commemorating Kristallnacht.
Regesh is a registered Canadian charity widely known for its clinical treatment of children, youth and families of all nationalities since 1983.
The Globe and Mail published a special supplement "Estate Planning and Wills" with Mark's op/ed "Strategies for charitable giving and tax saving".
It describes several overlooked ways to use those government-supplied CPP funds to make large charitable gifts, mitigate taxes and leave more for family and loved ones.
JAZZfm produced a four part podcast with Mark and Ross Porter, President, CEO and Canada’s preeminent jazz broadcaster.
They discussed the benefits of planned giving strategies and how to leave less for the tax department and more for charity and family.
Read: Newsletter
Listen: Podcast #4 of 4
JAZZfm produced a four part podcast with Mark and Ross Porter, President, CEO and Canada’s preeminent jazz broadcaster.
They discussed the benefits of planned giving strategies and how to leave less for the tax department and more for charity and family.
Read: Newsletter
Listen: Podcast #3 of 4
Mark was a keynote speaker at London Life's 2017 National Summit Meeting in Vancouver, BC.
He presented The Critical Path®: Marketing, Branding and Sales Strategies to more than 500 professional advisors from across Canada.
Mark wrote an article for Investor’s Digest of Canada that explains how to use CPP benefits to make large charitable gifts, reduce taxes, and leave a larger estate for your family.
JAZZfm produced a four part podcast with Mark and Ross Porter, President, CEO and Canada’s preeminent jazz broadcaster.
They discussed the benefits of planned giving strategies and how to leave less for the tax department and more for charity and family.
Read: Newsletter
Listen: Podcast #2 of 4
Mark returned for a third time as guest speaker for the GTA Accountants Network (formerly North York District Chartered Professional Accountants Association) at the Donalda Club in Toronto. He co-presented strategies for retirement planning and charitable giving with Aneil Gokhale, Director of Philanthropy, Toronto Foundation.
JAZZfm produced a four part podcast with Mark and Ross Porter, President, CEO and Canada’s preeminent jazz broadcaster.
They discussed the benefits of planned giving strategies and how to leave less for the tax department and more for charity and family.
Read: Newsletter
Listen: Podcast #1 of 4
Mark received the 5 Star Master Builder Award from Manulife Financial, their highest level of professional recognition.
Only 165 advisors have achieved that milestone since the program commenced in 1961.
Watch: Acceptance video
Mark wrote an article for Investor’s Digest of Canada that discusses impending tax law changes and describes wealth preservation strategies made possible by the unique treatment of life insurance under Canada's Income Tax Act.
Mark returned as guest speaker at the Leave a Legacy™ Information Series presented by The Canadian Association of Gift Planners GTA Chapter.
WEALTHinsurance.com is the Exclusive Lead Sponsor of the public awareness campaign to promote charitable giving through efficient tax and estate planning.
Mark discussed the importance of retirement planning and explained charitable giving strategies that will not impact lifestyle needs.
Mark was invited by The Kelowna B.C. Chapter of Advocis, the Financial Advisors Association of Canada, to speak at the 2017 Okanagan Advocis School. Mark presented The Critical Path® to 130 attendees, shared planning strategies and explained the importance of Living Benefits and becoming a trusted advisor.
Mark will attend the 2017 National Conference of the Society of Trust and Estate Practitioners (STEP Canada). The conference is focused on the latest developments in trust and estate practice and provides insightful and practical commentary from experts in tax, trust law, trust administration, insurance and financial planning.
Mark wrote an article for Investor’s Digest of Canada that explains how to use Life Insurance as an investment.
Mark was interviewed on Classical FM Radio about the Leave a Legacy™ program.
Mark received the 2017 Professional Advisors Award of Excellence from the Jewish Foundation of Greater Toronto.
Photo Mark with Foundation Chairman David Martow
Mark was interviewed on Zoomer Radio about the Leave a Legacy™ program.
WEALTHinsurance.com is the Exclusive Lead Sponsor for the 2017 Leave a Legacy™ Information Series presented by The Canadian Association of Gift Planners GTA Chapter.
Mark attended the Conference for Advanced Life Underwriting (CALU) Annual Meeting in Ottawa, ON. The event gathers Canada's leading practitioners in the fields of Estate Planning, Retirement Planning, Executive Compensation, Corporate-Owned Life Insurance, Charitable Giving, and Employee Benefits.
The Financial Planning Standards Council (FSPC) interviewed Mark for an article about the importance of financial planning for people of all ages and why it’s never too late to start.
Be Philanthropic, Improve Your Own Finances
This article describes several giving strategies and explains the accompanying financial benefits available to generous people.
Passive Income Strategies – Get Proactive
This article presents 4 ways an incorporated business can mitigate new tax rules, preserve the small business deduction and save hard-earned money.
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.
CharityMATTERS™ Newsletter
CharityMATTERS™ is our new Philanthropy Newsletter.
The first edition launched on March 12, 2018
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