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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. "In my dealings with Mark Halpern over the last 12 years, I have found him to be exceptionally ethical, reliable and client-centered. He has expert knowledge and experience in the insurance industry an... " Read more Daniel Sacke B.COMM CFP CSA Vice President BMO Nesbitt Burns Inc. www.thesackegroup.com "I turn to Mark Halpern for help on insurance matters for myself and for my clients. He is an extremely competent professional with knowledge and expertise that comes particularly handy in complex esta... " Read more Joe Lebovics, C.A. Lebovics and Good, Chartered Accountants "I was referred to Mark by a lawyer colleague who is familiar with insurance company litigation. She deals with insurance matters and advised us that if we were considering critical illness insurance, ... " Read more Alan G. Lawyer | |||
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