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 for critical illness insurance. As the owner of a large travel agency since 1988, I am kept very busy looking after the needs of my clients. Unfortunately it doesn't always leave time for me to take care of my own personal housekeeping. Mark is a real professional. He took a big picture view of my life and helped me fill all of the holes in my estate and retirement planning. I feel much better now knowing that everything is in the right place. I have already started referring Mark to my family, colleagues, and friends. He's a great guy to work with for any busy, successful business owner. "
Kimberley Walsh

President
K.Walsh & Associates Travel Services Inc.

"My company develops technologies that facilitate intelligent, interactive, state-of-the-art communications solutions. Mark Halpern delivers intelligent, state-of-the-art insurance solutions for me and family. I recommend him highly."
Mark Cohen
President
TouchLogic Corporation

"My business is preparing Canadian Chartered Accountants to pass the American CPA exams. This requires providing candidates with an organized program and the necessary tools to be successful. Mark Halpern organized my estate planning and provided me with the advice necessary to properly protect my family. He educated me as to exactly what my young family's needs were. Mark worked closely with me to ensure that all of the necessary decisions were made on a timely basis. The process was very efficient. I highly recommend Mark to busy professionals who want one-stop shopping for all of their estate planning needs."
Aubrey Glazman, CA, LLB, MBA, CPA, ABV, CBV, CFE
President
U.S. CPA Success

"I've known Mark for many years. I recently purchased some insurance through him. It's a pleasure dealing with him: he's forthright, knowledgeable and reliable."
Ted Perlmutter
Lawyer