Preserve Your Estate Leave A Lasting Legacy

Estate Planning – Life Insurance – Philanthropy

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Insurance Solutions and Estate Planning Services

For business owners, entrepreneurs, professionals and affluent families.

35 Years of experience
$300M+ Moved to Charity since 2022
60+ Canadian Charities served
100% client satisfaction

Your wealth has three destinations

Protect Your Family

Ensure more of your estate reaches the people you love instead of being lost to unnecessary taxes.

Support the Causes You Care About

Create a lasting legacy by directing wealth toward charitable organizations and community impact.

Reduce the Tax Burden

Structure your estate strategically so the tax department doesn't become your largest beneficiary.

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Mark delivered a "Ted Talk" at Moses Znaimer’s ideacity Conference in Toronto.

Watch "The New Philanthropy"

Our clients want to achieve one or more of the following objectives

Create liquidity at the time estate taxes are due to avoid the forced sale of assets
Protect a family or business against the sudden catastrophic loss of a key person
Fund specific inheritances to heirs or charitable bequests
Establish a guaranteed, fixed-income investment within a family's intergenerational asset allocation
Secure maximum value of their business for succession planning, and pay minimum tax
Achieve the peace of mind that comes from knowing that their affairs are properly organized
Mark Halpern CFP, TEP, MFA-P

Mark Halpern CFP, TEP, MFA-P

Mark Halpern is a Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor-Philanthropy (MFA-P) and widely recognized as one of Canada's top life insurance advisors.

As CEO of WEALTHinsurance.com® and illnessPROTECTION.com® Mark leads a team across Canada that provides special expertise and insurance strategies for business owners, entrepreneurs, professionals and high net worth families.

Mark and his team work closely with lawyers, accountants, bankers and financial advisors to provide their clients with unique insurance products and comprehensive estate planning solutions.

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Let us help preserve your wealth

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