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

"On behalf of myself, my brother, and our families - thank you for your assistance, sage advice, and care in helping us arrange life insurance, and assisting us with tax/ estate planning. As fellow business owners and fathers, your understanding of the various complexities involved were invaluable. You always left us with the feeling that while you are happy to make a sale, you actually also care. If you ever need us to speak with potential clients about the service and professionalism you provide, we would be happy and honored to do so. Wishing you much continued success in your core business and new product lines."
Sincerely,
Ben and Dan Berkovits
Co-CEO's
The Home Improvement People Inc.
www.homeimprovementpeople.com

"I met with Mark after hearing his radio ads. We met in his office and I found him to be extremely professional. I really appreciated his orientation and process. It wasn't only about insurance, albeit, this was a very important reason for our meeting. He was genuinely interested in finding out about me and my family and our aspirations and goals to determine what was best for us. Mark was very flexible with my busy travel schedule. He followed through even as I experienced a significant move and corporate change. Mark will be a big asset to any senior executive who doesn't have the time or urgency to look after important family matters. I recommend him highly."
Riaz A. Bandali, MBA, BSc
President and General Manager
Global Early Clinical Research
Quebec

"I called Mark after hearing his radio advertisements on 680 News. What struck me about these ads were they had a very clear message and were direct and to the point. Over the past few years, I had encountered my share of challenges in trying to obtain the right level of life insurance for myself and my family; and after listening to these ads a few times while driving in to work I thought that Mark might be able to help.
I was right. When we met, my wife and I found him courteous, well-informed, and well-organized. The very thorough planning process he took us through at our first meeting helped us identify areas of weakness that needed to be fixed. He was very well versed in all the different kinds of life insurance policies that were available; and given the rather limited knowledge my wife and I had in this area, we learned much from that first meeting.
He also inspired trust. This was important to us - as I am sure it is to most people - in view of all the personal financial information that needed to be shared with him during the planning process.
In short, Mark was successful in getting us the life insurance we needed; and for this, we will be forever grateful. It was also a pleasure doing business with someone as persistent, helpful, knowledgeable, and customer-friendly as Mark; and I would have no hesitation at all in recommending him to anyone who is in the market for life insurance.
Thank you, Mark, for your help."
Govind Menon
Senior Portfolio Manager
Canada Pension Plan Investment Board