News & Events

WEALTHinsurance.com  proudly sponsored Lip Sync Heroes in support of the Canadian Shaare Zedek Hospital Foundation and the Canadian Cancer Society. It was a one-of-a-kind Gala to Beat Cancer where high-profile community leaders competed in an epic lip sync battle.

Listen to the PSA here

Mark was named the 2017 Recipient of the Jewish Foundation of Greater Toronto Professional Advisory Committee (PAC) Award.

Professional Advisors Award of Excellence

Mark was interviewed for an article at zoocasa.com about the growing phenomeneon of baby boomer clients helping their children gain a foothold on the property ladder.

Mark returned as guest speaker for the North York District Chartered Professional Accountants Association (NYDCPAA) at the Donalda Club in Toronto. He presented ‘The Strategic Use of Life Insurance to Reduce Taxes, Preserve Wealth and Enhance Philanthropy' and explained strategies using tax-exempt life insurance to preserve and grow wealth and enhance charitable planned giving.

Mark returned for a third year as guest lecturer at The Schulich School of Business at York University in Toronto. He explained the unique insurance and estate planning needs of wealthy Canadians, how they use life insurance as an investment, and why it is used for tax-free wealth transfer to future generations.

Mark was interviewed by The Globe and Mail for an article that examined the concerns of wealthy people planning to leave an inheritance to their children.

Mark received the highest level of recognition from Manulife Financial in recognition of his professional achievements over the last 26 years.  Only 331 advisors have received the  Five Star Master Builder award since the program began in 1961.

Mark was a guest speaker at Great West Life's advisor-only event 'Advanced Practices, Advanced Programs'  in Montreal, PQ..  He presented The Critical Path™, shared planning strategies, and discussed the importance of continuing education for insurance advisors to improve practice management.

Mark was a guest speaker at a Great West Life advisor-only event 'Advanced Practices, Advanced Programs'  in Vancouver, BC.  He presented The Critical Path™, shared planning strategies, and discussed the importance of continuing education for insurance advisors to improve practice management.

Life Health Professional interviewed Mark for an article about the new tax exemption rules set to come into effect on January 1.

Read: Tax exemption changes not a major concern for industry, says tax & estate expert

Mark returned as guest speaker at the Northwind 2016 Annual Life Insurance Invitational Forum in Cambridge, ON. The event is an exclusive annual gathering of Canada's top insurance industry executives and thought leaders. Mark discussed ‘the protection gap’ and the challenges facing the insurance industry to address the unmet needs of Canadians.

Mark presented a case study on a recent client donation to the Jewish Foundation of Toronto at the semi-annual Professional Advisory Committee (PAC) breakfast meeting in Toronto. He explained how he helped a 72 year old client convert a $1 million tax liability into a charitable donation.
Mark is a member of the PAC which is comprised of a small group of lawyers, accountants, trust officers, investment advisors, financial planners, insurance and other estate planning professionals. PAC members donate their time and unique skills to provide support and professional advice to the Foundation.

Watch it here

Investment Executive, Canada’s national newspaper for financial advisors, sought Mark’s comments on the upcoming tax rule changes and how they affect some permanent life insurance policies.

CPA Magazine, the official publication of Chartered Professional Accountants in Canada, interviewed Mark for an article about the unique characteristics and financial needs of affluent Canadians.

Read: The new millionaires

Life Health Professional interviewed Mark for an article that explains the importance of defence on the ice and in life.

Read: Don’t neglect defence - in life and hockey

Life Health Professional, an online information resource for all Canadian advice and planning professionals, sought Mark’s opinion of the recent decision by Sun Life to sharply increase the cost of Long Term Care Insurance.

Mark was recently interviewed by Life Health Professional for an article that explains the growing popularity of Life Insurance among wealthy Canadians to reduce taxes.

Mark was a guest lecturer at Manulife Financial’s Elite Advisor event.  He discussed the importance of living benefits and explained why Life Insurance is an alternative asset class appropriate for investment portfolios.

Mark was a guest speaker at a community outreach event presented at the Toronto Reference Library by The Canadian Association of Gift Planners GTA Chapter, in partnership with the Toronto Reference Library Foundation.  The event was designed to encourage individuals to leave a legacy to their favourite charities. Mark discussed the importance of financial planning and explained charitable giving strategies using life insurance.

Mark was interviewed for an article published in The Bottom Line, Canada’s premier national news source for accounting and financial professionals. Authored by Peter Merrick, the article examines how the recent Federal Budget dealt a blow to charities and taxpayers, and describes several defensive strategies still available to reduce the impact of higher taxation.

Wealth Professional magazine named Mark to the 2016 Hot List of 50 men and women whose headline-making moves are transforming the wealth management industry.

Mark was interviewed by The Globe and Mail for an article that explains why wealthy people buy life insurance and how they use it.

Investment Executive, Canada’s national newspaper for financial advisors, sought Mark’s comments on the recent decision by Manulife Financial to no longer require blood, urine and other biometric data for term life insurance policies of up to $1 million for applicants aged 18 to 40.

Mark wrote an article for Giving Advice, the Professional Advisor's Newsletter of the Jewish Foundation of Toronto. 'RRSPs and RRIFs Need Protection Too’ explains how to preserve retirement savings and reduce taxes payable while supporting charity.

Mark was interviewed for an article published in The Bottom Line, Canada’s premier national news source for accounting and financial professionals. Authored by Peter Merrick, the article explains the implications of upcoming tax rule changes and describes how tax-exempt permanent life insurance can be used effectively in a variety of tax planning situations.