In the right circumstances, a Retirement Compensation Arrangement or RCA, could save you income taxes, provide golden handcuffs, retirement funding and/or help protect your assets.
Is an RCA right for your company?
Our group plan experts currently help more than 1,500 companies across Canada, managing combined premiums in excess of $250 million.
The sheer volume of our group business will save money for your company immediately without changing your current benefits provider. We can help your company too - please contact us today for your no-obligation consultation.
To learn more simply fill out this form or call us at 416-364-2929 or 1-866-566-2001.
"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 estate and trust matters."
Joe Lebovics, C.A.
Lebovics and Good, Chartered Accountants
"My business is preparing Canadian Chartered Accountants to pass the American CPA exams. This requires providing candidates with an organized program and the necessary tools to be successful. Mark Halpern organized my estate planning and provided me with the advice necessary to properly protect my family. He educated me as to exactly what my young family's needs were. Mark worked closely with me to ensure that all of the necessary decisions were made on a timely basis. The process was very efficient. I highly recommend Mark to busy professionals who want one-stop shopping for all of their estate planning needs."
Aubrey Glazman, CA, LLB, MBA, CPA, ABV, CBV, CFE
President
U.S. CPA Success
"I called Mark after hearing him many times on the radio. Operating a growing family business in building restoration and expecting my first child soon got me thinking about how I must take care of myself. Even more so, my father passed away last year and I wanted to make sure that my family and business would survive if I got sick or died. Meeting with Mark was a definite eye opener in terms of my position in life now and in the future. He helped me evaluate all of the potential problems that could come up and provided me with the right solutions that I needed to take care of any unforeseen problems. He organized our group health benefits, mortgage financing and got us started with RESP's. He is now looking after all of our insurance protection programs. The experience was simple and smooth. Working with Mark was a truly educational experience."
Jason Gheda
President
SST Group of Construction Companies Limited
"Mark - Thanks for protecting my family and helping me get peace of mind. Your caring advice, vast product knowledge and outstanding professionalism are unmatched."
James Nahon, CFA
Director of Finance
Major Real Estate Developer