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.
"As the founder of Back Clinics of Canada I often meet patients who travel here from all over the world seeking expert advice and quality care in our clinic. I am especially grateful that Mark Halpern, CFP, is available locally to help me and my family on matters of insurance and estate planning. His objective advice and leadership in the financial services industry makes him my trusted advisor, he can do the same for you."
Dr. Ron Nusbaum
Back Clinics of Canada
"I responded to Mark's radio advertising on 680News, and he made it all so easy for me. He showed up on time, his cell phone never rang in our meetings and he returned my calls promptly. There was no hard sales push and he didn't sell me something that I didn't need. That's refreshing because we are all tired of being pushed to buy things that aren't necessary for us. I would recommend Mark Halpern to any busy and successful person who needs a high level professional and personal touch."
Dale Asser
Shorthorn Cattle Breeder
Hillhaven Farm
"I heard Mark interviewed on Money Talks radio with Jerry White and was intrigued by the critical illness insurance he specializes in. We set up an appointment in his office and I approached our meeting as a skeptical accountant who doesn't like to be sold insurance. Mark surprised me. He was very thorough and covered all the bases. He looked at my total picture and didn't isolate any parts. He put together a plan for me based on our discussions that would take care of me in my life and he followed up again on each item at subsequent meetings. I purchased a critical illness insurance policy and health benefits and will consider long term care insurance and life insurance with Mark in the New Year. Mark has many strengths. The one that impressed me the most was his ability to recognize my lifestyle as a single woman with no dependants. He designed the right plan to fit. I highly recommend Mark to anyone who requires a truly caring, sincere and professional advisor."
Ms Susan Jackson
Chartered Accountant
"I've known Mark for many years. I recently purchased some insurance through him. It's a pleasure dealing with him: he's forthright, knowledgeable and reliable."
Ted Perlmutter
Lawyer