Business Succession Planning

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.

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

"I was in a major car accident and off work for several months while I recuperated from a broken leg At the time of the accident I didn´t have disability insurance so the impact of the accident had serious financial repercussions as well. Eventually I was able to return to dentistry work but the task of finding insurance with my accident history was difficult.
I have a lot on my plate practicing at our 11 dental centres across the GTA and parenting four children at the same time. When I sought out Mark Halpern´s assistance I knew I had found the right advisor. Mark made the process of getting the right coverage in place easy and seamless for me. I´m sure he had to go the extra mile behind the scenes but Mark never made any mention of it. Since partnering with illnessPROTECTION.com I haven´t had to lift a finger. Mark has saved me a lot of time which has been the best part of working with him. With my busy lifestyle both personally and professionally, time is the most precious commodity of all. Mark understood this immediately and worked hard on my behalf so that I could focus on taking care of my family and business. Thank you Mark!"
Dr. Edward Gelfand
President and Founder
Dawson Dental Centres

"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

"At Growth Equity Partners, we strive to support small to medium sized private and public companies, execute transformational business initiatives. These initiatives include capital raises, acquisitions, construction of new facilities, management buyouts and other transformational events that happen in the life cycle of the company. As experienced professionals, we see our clients as our partners and invest with the same risk and reward profile as the entrepreneurs we work with.
By practicing what I preach, I too retained an expert to help me execute my estate and family plan. In doing so, I turned to Mark Halpern and illnessPROTECTION.com for his expert advice and support. Mark successfully guided me through the process from A through Z and has provided my family with peace of mind. Thanks Mark!"
Ken Sweeney, Partner
Growth Equity Partners