Mark Halpern is Canada's Trusted Wealth Insurance Expert.

Helping Wealthy Canadians For Over 25 years® is an independent High Net Worth advisory firm specializing in risk management and insurance solutions.

Company President and Founder Mark Halpern has been an industry thought leader and trusted advisor for over 25 years. He is a Certified Financial Planner, Trust & Estate Practitioner and the founder of

Our team of experts works with clients and their professional advisors to craft custom insurance, benefit and business planning portfolios to preserve and transfer wealth on a tax-advantaged basis.

We are entering a new and unprecedented era of global family wealth transfers and giving, against the backdrop of rising wealth. We understand that individuals and families need to prepare now for the risks that accompany this mass changing of wealth.

Our experience working with wealthy multi-generational families and businesses results in a process that clients can rely on for their wealth planning solutions.

We have had the honour and pleasure to serve as the trusted advisor for some of Canada's wealthiest families, and we have developed professional strategic alliances with financial institutions, legal and accounting firms and financial advisors internationally.

This alliance focus and a belief that the insurance professional should be a trusted advisor on a professional advisory team, allows us to serve clients in the best multi-disciplined approach possible.

About Mark Halpern CFP, TEP

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

As CEO of® and® Mark leads a team across Canada that provides special expertise and insurance strategies for business owners, entrepreneurs, professionals and wealthy families.

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

If you live in the Greater Toronto area, you've likely heard him on numerous radio stations educating the public about the need for insurance and other estate planning issues.

He regularly contributes articles for the TaxLetter® and is frequently quoted in national media and financial industry publications.

Mark has been a keynote speaker on the main platform at Top of the Table meetings, The Million Dollar Round Table, The World Critical Illness Conference, CALU, Advocis and other industry conferences and corporate functions.

He is a member of The Toronto Estate Planning Council, the Society of Trust & Estate Practitioners, Canadian Association of Gift Planners, CALU and sits on the Advisory Council for Munich Re.

In his spare time, Mark is the President of Aish Hatorah Toronto and teaches leadership and business ethics courses at the University of Toronto, York University, Ryerson University and the University of Western Ontario.

As an active member of the Professional Advisory Committee for the UJA Foundation and other non-profit boards he helps develop planned giving programs for hospitals, foundations, educational institutions and other charities.

Mark lives in Thornhill, Ontario and has been married to Rhonda for 20 years. They are kept busy with their 5 children.

Canada's national newspaper for financial advisors, Investment Executive, profiled Mark's charitable work and how he gives back to the community. Read "Committed to his community".

Investment Executive TV interviewed Mark about his work with charities and teaching fellow advisors how to incorporate planned giving in their professional practices. Watch the video.

A Message From Mark

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My path to this profession began when my late father suffered a fatal heart attack in 1974. He was 50 years old and I was 11, the youngest of four boys. In a sudden and shocking instant, our lives changed forever. My family's financial health was in jeopardy, there was no will, no key to a safety deposit box, no savings to speak of and my late mother (then 48) was forced to re-join the workforce.

I'll never forget what happened to my family and that's why my professional life is devoted to protecting you and your family from 'what happens next'.

All our clients are busy and successful people. Most are usually too busy taking care of others to take care of their personal planning.® developed from 25 years of experience at

Wealthy clients sought our help beyond insurance and estate planning. Most wanted to reduce taxes now while ensuring financial security for future generations... no matter what happens.

We look forward to helping you and your family.


P.S. We  have never met with anyone who didn't take away vital information to enhance their financial security.

Contact Us

Please call us or use this form to arrange a confidential no-obligation consultation or to discuss any matter of interest.
Local 416.364.2929
Toll Free 866.566.2001