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.

Visit Website

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 heard Mark's ad on the radio and called him right away. My income from selling real estate would cease abruptly if I got sick, because long term disability policies can't protect commission earning professionals. Dealing with Mark has been a very pleasant experience. No hard sell. He reviewed my entire estate situation and helped me make the right choices. I feel good knowing that I'm financially protected against life's uncertainties. I love the return of premium option and plan on using the money in my retirement years. Mark genuinely took care of me and that makes a huge difference. Truly good service is hard to come by in today's market place. I recommend Mark highly. "
Patricia Bennett

Sales Representative
PMA Brethour

"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.

"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.

"You just never know... I remember thinking about critical illness insurance... do I need it, how much is reasonable, what's the cost, and so on. I considered not getting it, as getting sick was such a remote possibility. So I met with Mark and despite those doubts I finally bought a policy, and just over two years later I was diagnosed with prostate cancer. No one plans on getting sick, life just happens. Thanks Mark, for all your advice and guidance throughout the entire process. I encourage every reader to do the same right now while you are healthy."
B.A.
Business Owner, Healthcare Consultant