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CPP Philanthropy™ Strategy

Watch Kevin Willis of Bloom Investment Counsel Inc. join Mark Halpern of for a discussion of the CPP Philanthropy™ strategy.

“If you can convert taxes into charity, how great would that be?” For most wealthy clients, they may not need their monthly Canada Pension Plan (CPP) benefits to pay their bills. That money only gets taxed, re-invested and then taxed again. CPP Philanthropy™ is a strategy to be more charitable, maximize your giving and minimize your taxes. Learn four ways to utilize your CPP benefits for philanthropy.

Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor – Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for 30 years. As CEO of, Mark and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates.

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How to Select a Charity and Build an Enduring Philanthropic Legacy?

hand and heart

Leaving a philanthropic legacy is a great way to ensure that your name (or your family’s name) lives on and to make a positive impact on a cause or a community for generations. But how do you choose which charity to support in Canada?

Here are 3 important tips for making that decision, along with a way to generate the desired income for donation purposes, which we hope will help guide you towards making a meaningful decision.

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How do you Pass Philanthropic Beliefs and Values to the Next Generation?

How do you Pass Philanthropic Beliefs and Values to the Next Generation?

Philanthropy often takes on a significant meaning for high-net-worth families, who can be as passionate about supporting causes meaningful to them as they are about making sure giving back is a shared familial value—creating an extended legacy of charitable giving.

High-net-worth families, here are some tips to help you pass philanthropic beliefs and values to the next generation.

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How can Individuals and Business Owners Benefit by Doing Good through Philanthropy?

Philanthropy is a manifestation of a deep personal desire to help others. We can participate through donations of both tangible (wealth or assets) and intangible (time) resources to organizations and causes that support, among others, humanitarian, medical and social needs.

For those who feel the pull towards philanthropy, there are impactful wealth planning strategies to consider.

While giving back evokes happiness and fulfillment, and is a great reminder to be grateful for what we have, it can provide a number of wealth building and planning opportunities too—anyone can do well by doing good through philanthropy in Canada.

In this article, we explore how being philanthropic can add real value to your wealth plan as an individual and as a business owner.

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