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.
"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 responded to Mark's radio advertising because I was interested in critical illness insurance. My biggest concern as a visiting nurse is what would happen to me and my family if my income stopped due to an accident or sickness. Plus, I had no idea if my current long term disability coverage was adequate as I had no professional advisor to review it for me. Mark was very helpful. He was straightforward on what I had and what I should be doing. He responded quickly to my needs and got me the right critical illness insurance protection and life insurance for me and my family. I feel much better knowing that things have been taken care of and am happy to know that I can always count on Mark if I need anything in the future. I recommend Mark to any busy person who needs things done the right way...and... right away!"
Jolan Drdla
Visiting Nurse
VHA Nursing Association
"On the frontline of healthcare, I witness what happens everyday to families struck by serious illness or death. It had been a long time since my own planning was comprehensively reviewed so I called Mark knowing he had a lot of experience dealing with other healthcare professionals. He brought to my attention several areas of weakness and risk and helped choose the appropriate programs to protect me and my family. What struck me most was Mark's caring approach and professionalism. I have already started referring him to my colleagues."
Dr. Richard A. Seeley
Chief of Staff, St. Peter's Hospital
Hamilton, ON
"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