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.
To learn more simply fill out this form or call us at 416-364-2929 or 1-866-566-2001.
"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
"Mark has been our Insurance and Financial Advisor for fifteen years. We trust him implicitly to always find us the best solutions to meet our changing needs. What is truly amazing is that even after all this time, Mark still maintains the same incredible, personalized service he provided from the outset. Mark, you're the best in the business!"
Lee Rand
President
Rand Research Corporation
"I contacted Mark after hearing his radio ads. Running a family business takes a lot of time, and relationships are the key to our success. What impressed me most about Mark was his knowledge and ability to explain things so clearly. Having worked with banks and investment companies, the experience with Mark was not at all the same. He was NOT interested in selling me any products or concepts; he was interested only in what worked for me. This made him very easy to talk to and we successfully completed our business together. I look forward to a long and rewarding relationship. Thanks Mark!"
Daniel Violante, MBA
Director Sales & Marketing
Excelsior Foods Inc.
"For several years Mark has provided professional advice of the highest quality to me and my extended family on a number of insurance, estate planning and tax planning matters."
Richard E. Austin. LLB, MBA