Wealth Transfer

A huge transfer of wealth has already begun.

This is the wealthiest generation in our history and without proper planning, much of that wealth will be inherited by the tax department.

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

Wouldn't you prefer to have control over where your money goes?

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

"It was a pleasure working with Mark. He was extremely professional and had a definite interest in the well being of my family, and protecting us against unforeseen harm. Mark took the time to work with me on various options, and we achieved the right protection for my family."
Grant Cansfield

Partner
Aird and Berlis LLP

"I was really surprised to discover Mark was so much more than illnessPROTECTION.com. He looked at all of my insurance and family matters in a global manner. I found out that Critical illness insurance is only a small part of a bigger picture to live safely and comfortably. I feel much better knowing that someone who cares looks after my entire needs. Working with Mark was easy and a very pleasant experience. "
Dr. Kenneth G. Schafer, D.D.S,
Certified Endodonist

"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

"I am always delighted when I can recommend Mark to clients and friends. His integrity and deeply held values for serving means he goes beyond meeting client expectations. Mark takes the time to discover what his clients really need to be protected and meet the future feeling resourceful and confident."
Wauneen McMonagle

Innergize Training Coaching Consulting