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.
"Between my business and my family - I have never been busier. My time is devoted to helping my clients succeed and growing our company. Mark Halpern helped me to organize my personal financial affairs. The unique thing about dealing with Mark is that he genuinely cares about me and my family. I recommend him highly to anyone in need of a consummate professional."
David Toyne
President, Thomson Financial Canada
"My company develops technologies that facilitate intelligent, interactive, state-of-the-art communications solutions. Mark Halpern delivers intelligent, state-of-the-art insurance solutions for me and family. I recommend him highly."
Mark Cohen
President
TouchLogic Corporation
"In my dealings with Mark Halpern over the last 12 years, I have found him to be exceptionally ethical, reliable and client-centered. He has expert knowledge and experience in the insurance industry and his passion for this field clearly shows. I have no hesitation in recommending him to anyone who needs a caring and professional advisor. "
Daniel Sacke B.COMM CFP CSA
Vice President
BMO Nesbitt Burns Inc.
www.thesackegroup.com
"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