A huge transfer of wealth has already begun.
This is the wealthiest generation in our history and without proper planning, much of that wealth will be inherited by the tax department.
We'll show you creative and risk-free ways to eliminate your tax bill today or at death.
Wouldn't you prefer to have control over where your money goes?
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 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
"Mark has been helping me with Life Insurance and Critical Illness for over 10 years. Like most people, I find it difficult to deal with these issues and take care of them properly to make sure that my family is safe and secure in the future. My previous experience with life insurance salesmen left me feeling pretty cynical and fearful. Enter Mark Halpern - He has an amazing array of innovative products, he explains things so that you really get it, and absolutely no pressure - I kid you not. On one occasion, he even advised against purchasing a product! Look, the last thing I want to sound like is an infomercial, but for Mark, I will make an exception. Life insurance is critical and you want to deal someone who has knowledge, integrity, and compassion. Mark Halpern is the man."
Dr. L Steiner
Psy.D., Clin. Psych
"I heard Mark on the radio every day commuting to work and finally made the time to call him. It was a good thing that I did. I'm extremely busy looking after my clients and my growing family. I rarely take the time to deal with the important issues that Mark brought to my attention. Mark showed me what I needed and helped to put those important things into place using a comprehensive process. He was knowledgeable, sincere, trustworthy and passionate about helping me. Now that I have things in place, I feel much more secure knowing that if disaster should strike, I have done my best for my family. I recommend Mark very highly."
Joe DeSario, C.A.
Chief Administrative Officer
International Financial Data Services
"Selling residential real estate is a profession that requires me to be a great listener and a keen observer. Those qualities enabled me to become a member of the 100% club for RE/MAX and put me in the top 25% of realtors across the country. Mark Halpern is also a true professional and without a doubt is in the top club of any insurance professionals. He really listens. His sincerity and caring approach always impresses me and I would not ever even entertain the thought of using another insurance advisor for me or my family. Like me, Mark knows how to provide a client with the knowledge and wisdom they need to make an informed and unpressured decision."
Matthew Shulman
Sales Representative
RE/MAX Realtron Realty Inc., Brokerage
www.matthewshulman.com