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

"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

"I called Mark after hearing him many times on the radio. Operating a growing family business in building restoration and expecting my first child soon got me thinking about how I must take care of myself. Even more so, my father passed away last year and I wanted to make sure that my family and business would survive if I got sick or died. Meeting with Mark was a definite eye opener in terms of my position in life now and in the future. He helped me evaluate all of the potential problems that could come up and provided me with the right solutions that I needed to take care of any unforeseen problems. He organized our group health benefits, mortgage financing and got us started with RESP's. He is now looking after all of our insurance protection programs. The experience was simple and smooth. Working with Mark was a truly educational experience."
Jason Gheda
President
SST Group of Construction Companies Limited

"I kept hearing the radio ads thinking to myself that I would be silly if I didn't check it out. As a business owner in the auto and equipment leasing business for many years, I realized that if I can't work, my family and I would be in big trouble. So I called Mark and met him in his office. The experience turned out to be exactly what I had hoped for...and more. Mark helped me to see the weaknesses in my planning and got me the right protection programs that I needed for me and my family. I now know that I can go to my office everyday and if anything happens to my health, I will have no worries, which is what it's all about. All I have to do is think about getting healthy and not worrying about the bills. Thanks a million Mark!"
Bob Wilson
President
Bob Wilson Leasing
Auto & Equipment Leasing

"My legal practice is restricted to insurance matters, and Mark Halpern is my personal insurance expert. When someone asks me where to go to get CI or life insurance, I only provide them with one name: Mark Halpern."
Jill E. McCutcheon
Partner
Borden Ladner Gervais LLP