Nov 17, 2022
Mark Halpern, CFP, is a Trust and Estate Practitioner who has helped business owners, entrepreneurs, and professionals in affluent families for over 30 years. As CEO of Wealth Insurance, he and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve...
Nov 3, 2022
Donor-Advised Funds help philanthropists and their families fund their preferred charities however and whenever they want with the help of their advisors. Canada Gives offers the same choices and privileges as a private foundation but with lower costs. In this episode, Denise Castonguay, CEO and Founder of Canada Gives,...