Business Succession Planning

Most successful business owners are great at taking care of their customers, clients, staff, and suppliers.

They are often so busy taking care of everyone else that they neglect to take care of themselves and their family.

Who opens the doors to your business tomorrow if you are not around?

How does your spouse get an income?

What will your banker do?

What have you done to protect your children, in and out of the business?

What about your partners and key staff members?

What about the tax department?

I will crash test your life to make sure you are financially protected no matter what happens.

Please contact us today for your no-obligation consultation. We look forward to helping you and your family.

WEALTHinsurance.com®

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

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

What Our Clients say

"At Crown Medical Clinic, we strive for the highest standard of healthcare, in a clinic devoted to wellness and prevention. I recognize the importance of financial wellness as well, so I refer interested patients to Mark Halpern for insurance and related financial matters. This satisfies an essential need in us all which, as physicians, we cannot supply."
Dr. W. Ronald Porter, M.B., Ch.B.
Medical Director
Crown Medical Clinic

"When it comes to insurance, Mark Halpern is my 'go-to-guy'. I recommend him highly to any busy person without the time, expertise, or inclination to handle complicated insurance matters for their family or business."
Brian J. Singer, BA MBA
Investment Advisor
Raymond James Ltd.

"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 have known Mark for about 10 years. He is entirely honest and trustworthy, and exceptionally knowledgeable about insurance and money management. On top of that, he is one of the most personable people I know and gives you all the time you need to discuss issues of concern. I highly recommend his services."
Aaron Mitnick
Lawyer
Botnick Legal Services