RETIREMENT & ESTATE PLANNING

Protect your future and that of your family

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Business Succession Planning

What have you done to protect your children, in and out of the business? I will crash test your life to make sure you are financially protected no matter what happens.

Wealth Transfer

We'll show you creative and risk-free ways to eliminate your tax bill today or at death.

Best Doctors®

Best Doctors® is widely known for medical advisory services and second opinions. Best Doctors® is available for individuals and as an add-on for group benefit plans.

Long Term Care Insurance

Receive up to $10,000 per month if you require long-term care services in your home or in a long-term care facility and all your premiums back if you never make a claim.

Individual Pension Plans (IPP)

An IPP is a defined benefit registered pension plan established for the benefit of a single employee. The annual retirement benefits funded by the plan are defined by the terms of the plan and are based on a percentage of the employee's annual employment income.

Retirement Compensation Arrangements (RCA)

In the right circumstances, a Retirement Compensation Arrangement or RCA, could save you income taxes, provide golden handcuffs, retirement funding and/or help protect your assets.

Insured Annuities

An insured annuity is essentially a prescribed life annuity and a term life insurance policy, purchased together. An annuity provides a guaranteed regular income stream, while a term 100 life insurance policy provides a cash payout upon death.

RRIF Insurance

Life insurance can pay the final tax bill on your registered assets, allowing you to pass the full value of your RSPs and RRIFs to your heirs.

Charitable Planned Giving

Life insurance provides an affordable way to make a significant gift to your favourite charities.

WEALTHinsurance.com®

WEALTHinsurance developed from 25 years of experience at illnessPROTECTION.com.

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Learn More

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

What Our Clients say

"Mark has been our Insurance and Financial Advisor for fifteen years. We trust him implicitly to always find us the best solutions to meet our changing needs. What is truly amazing is that even after all this time, Mark still maintains the same incredible, personalized service he provided from the outset. Mark, you're the best in the business!"
Lee Rand
President
Rand Research Corporation

"Until recently I had no personal insurance whatsoever, and no idea on how to get the right coverage. Before I met Mark, I didn't even know what I didn't know. Mark sat me down and took the time to put together a customized plan that protects me and my family. He suggested some estate planning and tax advantaged strategies and then introduced me to the financial, legal, and tax experts who have all proven to be some of the smartest people in their respective fields. I look forward to doing a lot of business with Mark for years to come."
Tyler Lang
Vice President
HDL Capital Corporation

"Mark - Thanks for protecting my family and helping me get peace of mind. Your caring advice, vast product knowledge and outstanding professionalism are unmatched."
James Nahon, CFA
Director of Finance
Major Real Estate Developer