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

"Being in the financial services business myself, I can truly appreciate the quality of Mark Halpern's professionalism. His caring advice and thoughtful insights have always exceeded my expectations. He will take good care of you and your family too. "
Steve Placey
Branch Manager, Agency 777
C.S.T. Consultants Inc.

"I responded to Mark's radio advertising on 680News, and he made it all so easy for me. He showed up on time, his cell phone never rang in our meetings and he returned my calls promptly. There was no hard sales push and he didn't sell me something that I didn't need. That's refreshing because we are all tired of being pushed to buy things that aren't necessary for us. I would recommend Mark Halpern to any busy and successful person who needs a high level professional and personal touch."
Dale Asser
Shorthorn Cattle Breeder
Hillhaven Farm

"We are both busy lawyers with two children and a large extended family. It was difficult to dedicate the time to ensure that we had the appropriate coverage with the best products for us and our family. Once we found the time, Mark made the rest very easy. He spent a significant amount of time reviewing our situation and recommending the appropriate options for us. We found him to be both practical and personable and we would highly recommend Mark to all professionals, particularly with young families. It will be time well spent."
Lou Natale
Lawyer, Fogler Rubinoff LLP
Deanna Natale
Counsel, Total Credit Recovery

"I was referred to Mark by a lawyer colleague who is familiar with insurance company litigation. She deals with insurance matters and advised us that if we were considering critical illness insurance, Mark is the best in the business. My wife and I are both lawyers, so we needed to understand everything and Mark took the time to explain things in great detail. He didn't pressure us and helped us make the right decision. We also really appreciated Mark's accommodation by arranging to meet us late at night. We both recommend Mark highly."
Alan G.
Lawyer