Helping High Net Worth Canadians For 30 years
WEALTHinsurance.com® 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 30 years.
He is a Certified Financial Planner (CFP), Trust & Estate Practitioner (TEP), Master Financial Advisor-Philanthropy (MFA-P), and the founder of illnessPROTECTION.com
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, MFA-P
Mark Halpern, CFP, TEP, MFA-P, is 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.
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 writes frequent articles for the TaxLetter® and Investor's Digest of Canada, and is often 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, Professional Advisory Council of SickKids Foundation, Promise Legacy Council of St. Joseph's Health Centre Foundation, Planned Giving Advisory Commitee of TVO (TV Ontario), Professional Advisor Task Force of St. Michael's Hospital Foundation, Chair of the Professional Advisory Committee and Trustee at the Jewish Foundation of Toronto.
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 delivered a "Ted Talk" at Moses Znaimer’s ideacity Conference in Toronto. He explained the democratization of philanthropy, how ordinary people can use tax dollars for charity to create lasting legacies and inspire future generations. Watch it here.
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.
Mark lives in Thornhill, Ontario and has been married to Rhonda for 26 years. They are kept busy with their 5 children.
A Message From Mark
Click to listen:
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.
WEALTHinsurance.com® developed from 25 years of experience at illnessPROTECTION.com.
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.
Mark
P.S. We have never met with anyone who didn't take away vital information to enhance their financial security.