Integrated Advisory
Integrated Advisory
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Redefining Philanthropy with Life Insurance with Joseph Galli | Innovative Accountant Podcast
On this episode of the Innovative Accountant Podcast, we are joined by Joseph Galli, the Chairman of PENTOR Charity Services.
Joseph founded the Loeys-Dietz Syndrome Foundation of Canada after receiving life-altering news about his son’s diagnosis with Loeys-Dietz syndrome. After learning of this, Joesph made the decision to pause his successful corporate advisory and venture capital career to focus on supporting his boys and others facing similar challenges.
We will delve into his innovative approach to raising philanthropic capital in today’s world and about the inception of PENTOR Charity Services, an initiative aimed at building the largest private endowment fund in Canada.
One of the most intriguing aspects of Joe's story is his ground-breaking solution to the challenge of charitable fundraising: the sustainability of donations from life insurance policies. Joe's unique strategy for leveraging lapsing life insurance policies to generate sustainable funding for charitable causes.
Listen to the Innovative Accountant Podcast here:
Apple: podcasts.apple.com/ca/podcast/the-innovative-accountant-podcast-integrated-advisory/id1523587252
Spotify: open.spotify.com/show/7zGTwkxKeakRe1jGGRIWNa?si=-ZGGHd25TAKByFk3itx_cg
#cpacanada #accounting #wealthmanagement
Переглядів: 70

Відео

How you can use Emotional Intelligence to make your business thrive!
Переглядів 228 місяців тому
What is something you can do that will help your business thrive? Emotional Intelligence isn't about the high or low of emotions, it's about the balance and impact you have on your team. Karen Bowen goes into detail about Emotional Intelligence and using it in your workplace, and making yourself a better business leader. Listen to the Innovative Accountant Podcast here: Apple: podcasts.apple.co...
Emotional Intelligence in the Workplace with Karen Bowen | The Innovative Accountant
Переглядів 3510 місяців тому
On this episode of the Innovative Accountant Podcast, we delve deep into the realm of emotions, exploring the pivotal role of emotional intelligence in the workplace, with a particular emphasis on its indispensable significance in leadership roles. Joining us in this conversation is Karen Bowen, with EQ Development Group. With over 25 years of experience as a leadership consultant and emotional...
Is your home safe if something happens to you?
Переглядів 61Рік тому
Is your home safe if something happens to you?
Attract & Retain Top Talent with Lisa Knight | The Innovative Accountant
Переглядів 60Рік тому
Attract & Retain Top Talent with Lisa Knight | The Innovative Accountant
Are you taking advantage of the tax savings of a Health Care Spending Account?
Переглядів 39Рік тому
Are you taking advantage of the tax savings of a Health Care Spending Account?
The Foresight Initiative with Tim Jackson | The Innovative Accountant
Переглядів 105Рік тому
The Foresight Initiative with Tim Jackson | The Innovative Accountant
Pay off Debt or choose to Invest? Which is better?
Переглядів 71Рік тому
Pay off Debt or choose to Invest? Which is better?
Why should you have Critical Illness Insurance and what does it cover? | IA Planning
Переглядів 32Рік тому
Why should you have Critical Illness Insurance and what does it cover? | IA Planning
The Great Canadian Bucket List with Robin Esrock | The Innovative Accountant
Переглядів 135Рік тому
The Great Canadian Bucket List with Robin Esrock | The Innovative Accountant
Everybody's retirement will look different - have you started your plan?
Переглядів 53Рік тому
Everybody's retirement will look different - have you started your plan?
WealthCo Says Farewell to "The Office" | Christmas Video 2022
Переглядів 339Рік тому
WealthCo Says Farewell to "The Office" | Christmas Video 2022
Why we feel it is important to be transparent with compensation disclosure!
Переглядів 48Рік тому
Why we feel it is important to be transparent with compensation disclosure!
RRSP vs. TFSA - Which savings plan is better for you?
Переглядів 36Рік тому
RRSP vs. TFSA - Which savings plan is better for you?
Why it's important to keep your Will and Estate Plan up to date | Integrated Planning
Переглядів 30Рік тому
Why it's important to keep your Will and Estate Plan up to date | Integrated Planning
FEA Panel with Jeff Dyck, Jordan Tanner, and Ryan Mackiewich | The Innovative Accountant
Переглядів 61Рік тому
FEA Panel with Jeff Dyck, Jordan Tanner, and Ryan Mackiewich | The Innovative Accountant
Does your retirement look good for your plans? | Integrated Planning
Переглядів 10Рік тому
Does your retirement look good for your plans? | Integrated Planning
How to ensure your tax plan is working for you | Integrated Planning
Переглядів 18Рік тому
How to ensure your tax plan is working for you | Integrated Planning
Life Insurance vs Disability Insurance - how to plan for the unexpected | Integrated Planning
Переглядів 20Рік тому
Life Insurance vs Disability Insurance - how to plan for the unexpected | Integrated Planning
How is your bias bringing down your bottom line? | Integrated Planning
Переглядів 69Рік тому
How is your bias bringing down your bottom line? | Integrated Planning
Cyber Security, Data Privacy, and Tech for CPA Firms with Stuart Smith | The Innovative Accountant
Переглядів 50Рік тому
Cyber Security, Data Privacy, and Tech for CPA Firms with Stuart Smith | The Innovative Accountant
Navigating the "Great Resignation" with Jamie L. Smith | The Innovative Accountant
Переглядів 782 роки тому
Navigating the "Great Resignation" with Jamie L. Smith | The Innovative Accountant
Integrated Advisory | The Integrated Approach to Growing and Protecting Your Wealth
Переглядів 2662 роки тому
Integrated Advisory | The Integrated Approach to Growing and Protecting Your Wealth
Understanding Corporate Portfolio Management with Laurel Sim | The Innovative Accountant Podcast
Переглядів 1912 роки тому
Understanding Corporate Portfolio Management with Laurel Sim | The Innovative Accountant Podcast
How net worth and cash flow affect your Financial Plan | Integrated Planning
Переглядів 1552 роки тому
How net worth and cash flow affect your Financial Plan | Integrated Planning
Leadership Lessons from NASA with Ed Hoffman | The Innovative Accountant Podcast
Переглядів 1602 роки тому
Leadership Lessons from NASA with Ed Hoffman | The Innovative Accountant Podcast
Tactical Tips for Marketing Your Accounting Firm with Bryton Udy | The Innovative Accountant
Переглядів 742 роки тому
Tactical Tips for Marketing Your Accounting Firm with Bryton Udy | The Innovative Accountant
Understanding the Value of Your Business with Melanie Russell | The Innovative Accountant Podcast
Переглядів 2092 роки тому
Understanding the Value of Your Business with Melanie Russell | The Innovative Accountant Podcast
Happy Holidays From The WealthCo Group of Companies! 🎄 - Best Corporate Christmas Video Ever!
Переглядів 1,9 тис.2 роки тому
Happy Holidays From The WealthCo Group of Companies! 🎄 - Best Corporate Christmas Video Ever!
The Evolution of Insurance with Jim Virtue | The Innovative Accountant Podcast
Переглядів 1712 роки тому
The Evolution of Insurance with Jim Virtue | The Innovative Accountant Podcast

КОМЕНТАРІ

  • @kayjohnson5524
    @kayjohnson5524 8 днів тому

    We aren’t machines !! Agreed !

  • @kayjohnson5524
    @kayjohnson5524 8 днів тому

    Canada is very expensive. I have several friends there.

  • @Anni.things
    @Anni.things Місяць тому

    ua-cam.com/video/G18qq0UekNM/v-deo.htmlsi=E-2WVYyLTYE9VwTd You guys are fantastic people

  • @izabellaalice7194
    @izabellaalice7194 4 місяці тому

    🙏 Promo*SM

  • @hansslane7080
    @hansslane7080 4 місяці тому

    Manipulation is deceitful.

  • @tinat5484
    @tinat5484 4 місяці тому

    I hate presenting- I’ve done it hundreds of times and I still get nervous- like WTH

  • @kevink9106
    @kevink9106 4 місяці тому

    I hired Moodys to renounce my US citizenship and file the necessary taxes as required by the renouncement process. Words cannot accurately describe what a terrible experience it was dealing with this firm. In my opinion they scammed me for thousands of dollars, were painfully slow, disorganized and did sloppy work. It was alarming how their people kept "leaving the firm" and my file was bounced around like a basketball on the court with no continuity......... would never recommend this outfit. One of the absolute worst experiences of my life.

  • @Sol-Cutta
    @Sol-Cutta 8 місяців тому

    Does she do this on stage or just as amateur thing ?? The voice is great.

  • @Sol-Cutta
    @Sol-Cutta 8 місяців тому

    Could just tell the guy in the striped shirt couldn't wait for his turn 😂😂😂

  • @Sol-Cutta
    @Sol-Cutta 8 місяців тому

    The working family none of us choose but grow to laugh with, like and dare say appreciate...nice addition guys.

  • @Sol-Cutta
    @Sol-Cutta 8 місяців тому

    The best xmas company video youll find...brilliant. jelf is as good as will farrels elf....not a east task.. not many of us past 40-50 are able to portray non cringey innocent joy with a natural smile...brilliant ads. Well done guys...loved it.

  • @Sol-Cutta
    @Sol-Cutta 8 місяців тому

    So youve gone 'the office' this year ?! 😂

  • @Sol-Cutta
    @Sol-Cutta 8 місяців тому

    Wish i could portray innocent joy like this jelf guy...hes brilliant at this. 😂😊😉

  • @Sol-Cutta
    @Sol-Cutta 8 місяців тому

    Shame wasnt longer, someone that does a elf without making it cringe...the only other ive seen is will himself....be nice if i look in vids and see more....😊

  • @youtubevideoseoandpromotion
    @youtubevideoseoandpromotion 8 місяців тому

    Hello Mam, Hope you are doing fantastic. I am not sure this is relatable to you. I have reviewed your channel “Integrated Advisory” Your video content is amazing and I enjoyed it very much. Look, you have uploaded 264 videos and achieved 541 subscribers and your videos are not viewed and subscribed that much. The numbers should be more than they are now. You need to optimize your channel and do video SEO to reach your target viewers. Otherwise, if you upload videos to your channel throughout the year, none of your videos will get viral views. So you need to optimize your UA-cam channels & do video SEO organically then your channel will rank & grow very fast and monetization of your channel will be on if you wish. For more details, I can arrange a Zoom meeting at your convenience. Are you interested in improving those issues?

  • @dcoughla681
    @dcoughla681 10 місяців тому

    Super video, Mark. I think the public or clients have a fixed image of accountants eg they are bland, boring & cold, fixated on numbers & details, no fun, probably penny pinching, risk averse, lack sophistication, no imagination or creativity but are necessary & helpful if they help lower your tax bill! Tim - your office is decor is bland & a bit cheap & your camera should be lowered a bit because it looked like you were sinking into the floor. You were personally perfectly attired & presented for any client who would walk through the door. You look trustworthy. Accountants must see things from their clients’ perspective eg an advertising agency, charity & hedge fund will have different objectives & risk/benefit perspective & your communication with them must reflect that.

  • @Englishroserebecca
    @Englishroserebecca 11 місяців тому

    Mark is such a loveable character. He has such an honest, generous face. I want to adopt him. 😂😂

  • @ginnimm41
    @ginnimm41 Рік тому

    We’re coming to Toronto next week for a holiday visiting family ❤

  • @shawons0171
    @shawons0171 Рік тому

    That was awesome

  • @howarddubya
    @howarddubya Рік тому

    Love this

  • @SuperGuitarboyz
    @SuperGuitarboyz Рік тому

    In other words: CPA = heroes CFP = sidekicks

  • @myrnachaffin8885
    @myrnachaffin8885 Рік тому

    Was listening to program because of Mark I watch behavior show and he's been my favorite. Watch this until you got into if we evolved why our ancestors still around? Therefore tuned off the nothing more for me

  • @willieward7419
    @willieward7419 Рік тому

    Mark is a very enjoyable, entertaining and most informative speaker. Having studied psychology, there is great truth in this video to be gained.

  • @louiseashby580
    @louiseashby580 Рік тому

    Amazing information! Thank you

  • @roykristnojs9162
    @roykristnojs9162 Рік тому

    🤣

  • @auroramccraw1361
    @auroramccraw1361 Рік тому

    Pleases don’t do this again😅

    • @integratedadvisory
      @integratedadvisory Рік тому

      Not to worry! We went a different route this year - have you checked out our new Christmas Video?

    • @Sol-Cutta
      @Sol-Cutta 8 місяців тому

      Oh hes brilliant...best jelf I've seen bar will Farrel...love it. Didn't get that usual sense of embarrassment and cringe...this guy has the likeability you need for this gig. Takes a innocence most of us can't find.😊🤔😉

  • @tesora8004
    @tesora8004 Рік тому

    The biggest rip off we ever invested in. You just never get it out without being taxed to death, even in retirement.

  • @weltmeister
    @weltmeister Рік тому

    Well, unless you know how to use your colors and make sure Your CTA is big and flashy enough then you'd only need to repeat yourself maybe once or twice.

  • @MrJoelymon
    @MrJoelymon Рік тому

    Booooooooooooooooring.

  • @nielknox
    @nielknox Рік тому

    I think nasa is a scam.

  • @allenburton9951
    @allenburton9951 Рік тому

    Your a Masson.

  • @theestimator
    @theestimator Рік тому

    Here’s hoping your Company goes t//s up through having crap staff you tight fisted horror

  • @amostake
    @amostake Рік тому

    All true except there are bad people.

  • @threatz1802
    @threatz1802 Рік тому

    So your looking for a workforce of betas if u want someone who deals with stress well u want red pilled ppl not blue pill ???

  • @hothatch1520
    @hothatch1520 Рік тому

    I wonder if she encourages diversity of “culture” and world view when hiring ?

  • @JustCharlieVideos
    @JustCharlieVideos Рік тому

    Great stuff Sophie!

  • @howarddubya
    @howarddubya Рік тому

    Great story re: precious metals fund.

  • @NoirRaven
    @NoirRaven Рік тому

    But what if I'm legit cold? These tiddy ain't gonna warm themselves 😂

  • @janetstarnes3405
    @janetstarnes3405 2 роки тому

    I just watched when you were talking to Tim Coakwell , and I got to tell you that "I would give a million dollars to have seen that guy's face the next time that he tried to lie to someone"🤣🤣🤣

  • @thisbeautifuljourney-empress66
    @thisbeautifuljourney-empress66 2 роки тому

    Mark, you are so insightful, concise, and I just love your energetic style! And while I love the entire crew on the Behavior Panel, you are my favorite member ~ Thanks for all your thoughtful analysis! 🌻

  • @mercedeswestbrook4356
    @mercedeswestbrook4356 2 роки тому

    Love Mark Bowden, some nice gems here!

  • @brittanyarts-thompson7975
    @brittanyarts-thompson7975 2 роки тому

    Love watching Mark Bowden. I’ve been watching Mark with Chase, Mark, and Greg on The Behaviour Panel and I’m happy to hear him focus on Zoom Meetings, which we are all doing a lot of in these past few years. Just wanted to say hi from a Canadian Wheat Farmer 😊

  • @marym9097
    @marym9097 2 роки тому

    Hi Mark, i’m wondering if all people in Great Britain speak with their hands the way you do? I realize sometimes you’re making a point, but I noticed on many videos you do it. I’m Italian and I’m wondering if people from Great Britain, like Italians, most always use their hands. Thank you so much for your wonderful work, your brains, and sense of humor.🧜‍♀️

  • @hollyhold6960
    @hollyhold6960 2 роки тому

    How interesting Mark was initially fascinated by marine life!

  • @mollysilverman6803
    @mollysilverman6803 2 роки тому

    Great guy to have on your show. 💯👍🏻💕

  • @mollysilverman6803
    @mollysilverman6803 2 роки тому

    Very nice. I learn so much watching these videos. 😎 Knowledge is good. 👀💕❤️💯

  • @MyOveralls74
    @MyOveralls74 2 роки тому

    Great interview! I love how Mark explains everything.

  • @sunnieonesotrue5868
    @sunnieonesotrue5868 2 роки тому

    You did yourself a great good having Mark on your channel.

  • @janaenae1338
    @janaenae1338 2 роки тому

    👁️❤️you!!