"Be prepared to take risks and do things people say you can’t do; they’reusually wrong"
What: Mark has a team across Canada that provides special expertise and insurance strategies for business owners, entrepreneurs, professionals and affluent families. He works closely with clients’ professional financial advisors to provide holistic estate planning, tax-mitigation strategies, and strategic philanthropic planning, often converting taxes into charity. He writes frequent articles for the TaxLetter, Investor’s Digest of Canada, and Foundations Magazine and is often quoted in national media and financial industry publications.
Mark has been a keynote speaker on the main platform at Top of the Table meetings, The Million Dollar Round Table, and many other industry conferences and corporate functions. He’s a member of many nonprofits, including Sick Kids Foundation, St. Joseph’s Health Center Foundation, and TV Ontario, and is a trustee and recent Chair at The Jewish Foundation of Greater Toronto.
Where: Mark and his wife Rhonda have five children, and they live in Thornhill, Ontario.
Why: Mark is an extraordinarily inspiring person. Period.
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