About Us

Protecting our clients from life's uncertainties.

About Mark Halpern

Mark Halpern, CFP, TEP is an Insurance Specialist in Life, Income Protection, Retirement, and Estate Planning.

Mark is widely recognized as the Top Living Benefits Advisor in Canada. Living Benefits includes Critical Illness insurance (CI), Long Term Disability Insurance (LTD), and Long Term Care Insurance (LTC).

His enthusiasm, dedication and experience are recognized by Canada's leading insurance companies. Those qualities also make him an indispensable resource for his clients.

A personal message from Mark Halpern, CFP, TEP

My path to this profession began when my late father suffered a fatal heart attack in 1974. He was 50 years old and I was 11, the youngest of four boys. In a sudden and shocking instant, our lives changed forever. My family's financial health was in jeopardy, there was no will, no key to a safety deposit box, no savings to speak of and my late mother (then 48) was forced to re-join the workforce.

I'll never forget what happened to my family and that's why my professional life is devoted to protecting you and your family from 'what happens next'.

All my clients are busy and successful people. They don't have the time, knowledge, or inclination to deal with these difficult subjects honestly and right now.

My practice involves "crash testing" your life, working with you to identify and set priorities and then creating the necessary and appropriate programs to ensure financial security for you and your family... no matter what happens.

I look forward to helping you.

Take care
Mark

P.S. I have never met with anyone who didn't take away vital information to enhance their financial security.

Our Approach

Mark helps clients "crash test" their lives to avoid any future crisis in the event of illness, disability, retirement, or death. His clients enjoy peace of mind knowing that all of their personal and financial affairs have been looked after in a professional, cost efficient, and caring manner. He is their "go-to-guy".

Clients are business owners, professionals, retirees, and families. Each person has unique needs and circumstances that cannot be fixed with a cookie-cutter approach. Every client enjoys personal attention and customized solutions that cement lifetime relationships.

Memberships & Associations

STEP - Society of Trust and Estate Practitioners
The leading international organization for trust and estate professionals

Estate Planning Council of Toronto
The exclusive group of leading tax and estate planning professionals

CALU
Conference for Advanced Life Underwriting

Advocis
The Financial Advisors Association of Canada

Munich Re Advisory Council
A select group advising Canada's largest reinsurer on design and marketing of insurance products

Jewish Foundation of Greater Toronto
Professional Advisory Committee

Markham Stouffville Hospital Foundation
Allied Professional Network

Canadian Association of Gift Planners
Professionals who advocate philanthropy

Education

Mark Halpern, CFP, TEP, enjoys several professional designations including CFP (Certified Financial Planner), TEP (Trust and Estate Practitioner) and an Honour's Bachelor of Arts in Communications from York University.

Mark is committed to continuing education and has completed the Professional Financial Planning Course, the Mutual Funds Course and the Canadian Securities Course under the auspices of the Canadian Securities Institute.

On a personal note

Mark is an active and visible contributor to his community. He lectures youth and young adults on traditional values, conducts marriage classes for couples and is a board member of several community organizations. He has been married to Rhonda for 21 years and is the busy and proud father of five children.

Learn More

To learn more simply fill out this form or call us at 416-364-2929 or 1-866-566-2001.