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 was the guest speaker at a meeting of Toronto Synagogue and Temple executives. He explained how he helps charitable institutions raise money and expand endowments in a unique way that allows donors to pay no income tax while helping favourite charities.
Mark will return as guest speaker at a national 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 is designed to encourage individuals to leave a legacy to their favourite charities. Mark will discuss the importance of retirement planning and explain charitable giving strategies that will not impact ones’ lifestyle needs.
Investor’s Digest of Canada published “Why financial literacy is important", Mark's article that explains four basic financial neccessities that everyone should address.
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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Everything you need to keep your estate information up to date including:
Estate Directory
What if something happens to you? Will your spouse and children find every important document easily? Examples: wills, powers of attorney, bank accounts, life insurance, etc.
Estate Planning Checklist
Organize your estate efficiently and eliminate taxes with this valuable checklist.
Executor Duties Checklist
Does your executor know what do? Keep this document with your wills.
Business Owners Planning Guide
This important document will help you develop a contingency plan to ensure continuity (and value) in your business.