Events

Upcoming Events

2017  
Aug 10

Mark will return as guest speaker at the Leave a Legacy™ Information Series presented by The Canadian Association of Gift Planners GTA Chapter.

WEALTHinsurance.com is the Exclusive Lead Sponsor of the public awareness campaign to promote charitable giving through efficient tax and estate planning.

Mark will discuss the importance of retirement planning and explain charitable giving strategies that will not impact lifestyle needs.

Listen to the PSA airing on Zoomer radio stations

Read: Maximize Giving, Minimize Taxes

July 16‑19

Mark was invited by The Kelowna B.C. Chapter of Advocis, the Financial Advisors Association of Canada, to speak at the 2017 Okanagan Advocis School. Mark will present The Critical Path® and explain the importance of Living Benefits and becoming a trusted advisor.

Past Events

2017  
June 12 ‑ 13

Mark will attend the 2017 National Conference of the Society of Trust and Estate Practitioners (STEP Canada). The conference is focused on the latest developments in trust and estate practice and provides insightful and practical commentary from experts in tax, trust law, trust administration, insurance and financial planning.

Jun 9

Mark wrote an article for Investor’s Digest of Canada that explains how to use Life Insurance as an investment.

Read: The sensible option for safe investing

Jun 9

Mark was interviewed on Classical FM Radio about the Leave a Legacy™ program.

Listen here

Jun 8

Mark received the 2017 Professional Advisors Award of Excellence from the Jewish Foundation of Greater Toronto.

Photo Mark with Foundation Chairman David Martow

May 18

Mark was interviewed on Zoomer Radio about the Leave a Legacy™ program.

Listen here 

May to Sep

WEALTHinsurance.com is the Exclusive Lead Sponsor for the 2017 Leave a Legacy™ Information Series presented by The Canadian Association of Gift Planners GTA Chapter.

Series Details here

May 7 ‑ 10

Mark attended the Conference for Advanced Life Underwriting (CALU) Annual Meeting in Ottawa, ON. The event gathers Canada's leading practitioners in the fields of Estate Planning, Retirement Planning, Executive Compensation, Corporate-Owned Life Insurance, Charitable Giving, and Employee Benefits.

Apr 16

The Financial Planning Standards Council (FSPC) interviewed Mark for an article about the importance of financial planning for people of all ages and why it’s never too late to start.

Apr 2

WEALTHinsurance.com  proudly sponsored Lip Sync Heroes in support of the Canadian Shaare Zedek Hospital Foundation and the Canadian Cancer Society. It was a one-of-a-kind Gala to Beat Cancer where high-profile community leaders competed in an epic lip sync battle.

Listen to the PSA here

Mar 30

Mark was named the 2017 Recipient of the Jewish Foundation of Greater Toronto Professional Advisory Committee (PAC) Award.

Professional Advisors Award of Excellence

Mar 27

Mark was interviewed for an article at zoocasa.com about the growing phenomeneon of baby boomer clients helping their children gain a foothold on the property ladder.

Mar 9

Mark returned as guest speaker for the North York District Chartered Professional Accountants Association (NYDCPAA) at the Donalda Club in Toronto. He presented ‘The Strategic Use of Life Insurance to Reduce Taxes, Preserve Wealth and Enhance Philanthropy' and explained strategies using tax-exempt life insurance to preserve and grow wealth and enhance charitable planned giving.

Feb 27

Mark returned for a third year as guest lecturer at The Schulich School of Business at York University in Toronto. He explained the unique insurance and estate planning needs of wealthy Canadians, how they use life insurance as an investment, and why it is used for tax-free wealth transfer to future generations.

Feb 23

Mark was interviewed by The Globe and Mail for an article that examined the concerns of wealthy people planning to leave an inheritance to their children.

Jan 24

Mark was a guest speaker at Great West Life's advisor-only event 'Advanced Practices, Advanced Programs'  in Montreal, PQ..  He presented The Critical Path™, shared planning strategies, and discussed the importance of continuing education for insurance advisors to improve practice management.

Jan 17

Mark was a guest speaker at a Great West Life advisor-only event 'Advanced Practices, Advanced Programs'  in Vancouver, BC.  He presented The Critical Path™, shared planning strategies, and discussed the importance of continuing education for insurance advisors to improve practice management.

2016  
Dec 5

Life Health Professional interviewed Mark for an article about the new tax exemption rules set to come into effect on January 1.

Read: Tax exemption changes not a major concern for industry, says tax & estate expert

Dec 1

Mark returned as guest speaker at the Northwind 2016 Annual Life Insurance Invitational Forum in Cambridge, ON. The event is an exclusive annual gathering of Canada's top insurance industry executives and thought leaders. Mark discussed ‘the protection gap’ and the challenges facing the insurance industry to address the unmet needs of Canadians.

Nov 22

Mark presented a case study on a recent client donation to the Jewish Foundation of Toronto at the semi-annual Professional Advisory Committee (PAC) breakfast meeting in Toronto. He explained how he helped a 72 year old client convert a $1 million tax liability into a charitable donation.
Mark is a member of the PAC which is comprised of a small group of lawyers, accountants, trust officers, investment advisors, financial planners, insurance and other estate planning professionals. PAC members donate their time and unique skills to provide support and professional advice to the Foundation.

Watch it here

mid Oct issue

Investment Executive, Canada’s national newspaper for financial advisors, sought Mark’s comments on the upcoming tax rule changes and how they affect some permanent life insurance policies.

Oct issue

CPA Magazine, the official publication of Chartered Professional Accountants in Canada, interviewed Mark for an article about the unique characteristics and financial needs of affluent Canadians.

Read: The new millionaires

Aug 24

Life Health Professional interviewed Mark for an article that explains the importance of defence on the ice and in life.

Read: Don’t neglect defence - in life and hockey

July issue

Life Health Professional, an online information resource for all Canadian advice and planning professionals, sought Mark’s opinion of the recent decision by Sun Life to sharply increase the cost of Long Term Care Insurance.

Jun issue

Mark was recently interviewed by Life Health Professional for an article that explains the growing popularity of Life Insurance among wealthy Canadians to reduce taxes.

Jun 21

Mark was a guest lecturer at Manulife Financial’s Elite Advisor event.  He discussed the importance of living benefits and explained why Life Insurance is an alternative asset class appropriate for investment portfolios.

Jun 9

Mark was a guest speaker at a community outreach event presented at the Toronto Reference Library by The Canadian Association of Gift Planners GTA Chapter, in partnership with the Toronto Reference Library Foundation.  The event was designed to encourage individuals to leave a legacy to their favourite charities. Mark discussed the importance of financial planning and explained charitable giving strategies using life insurance.

Jun issue

Mark was interviewed for an article published in The Bottom Line, Canada’s premier national news source for accounting and financial professionals. Authored by Peter Merrick, the article examines how the recent Federal Budget dealt a blow to charities and taxpayers, and describes several defensive strategies still available to reduce the impact of higher taxation.

May 10

Wealth Professional magazine named Mark to the 2016 Hot List of 50 men and women whose headline-making moves are transforming the wealth management industry.

May 9

Mark was interviewed by The Globe and Mail for an article that explains why wealthy people buy life insurance and how they use it.

May 9

Investment Executive, Canada’s national newspaper for financial advisors, sought Mark’s comments on the recent decision by Manulife Financial to no longer require blood, urine and other biometric data for term life insurance policies of up to $1 million for applicants aged 18 to 40.

Apr issue

Mark wrote an article for Giving Advice, the Professional Advisor's Newsletter of the Jewish Foundation of Toronto. 'RRSPs and RRIFs Need Protection Too’ explains how to preserve retirement savings and reduce taxes payable while supporting charity.

Apr issue

Mark was interviewed for an article published in The Bottom Line, Canada’s premier national news source for accounting and financial professionals. Authored by Peter Merrick, the article explains the implications of upcoming tax rule changes and describes how tax-exempt permanent life insurance can be used effectively in a variety of tax planning situations.

Mar issue

FORUM magazine, the pre-eminent industry publication for Financial Advisors in Canada, interviewed Mark for an article about the importance of multi-generational disability planning, including children and parents with special needs.

March 7

Mark was a guest speaker at the North York District Chartered Professional Accountants Association (NYDCPAA) in Toronto. He presented ‘Creative Uses of Life Insurance in Shareholder Agreements’ and explained how a properly funded shareholder agreement enables business continuity and financial certainty for the deceased or disabled shareholder’s business partners and family.

Feb 29

Mark was a Guest lecturer at The Schulich School of Business at York University in Toronto. He explained the unique insurance and estate planning needs of wealthy Canadians and how they use life insurance as an investment and tax-free wealth transfer to future generations.

2015  
Dec 1

Mark was a guest speaker at the Northwind 2015 Annual Life Insurance Invitational Forum in Cambridge, ON. The event is an exclusive annual gathering of Canada's top insurance industry executives and thought leaders. Mark discussed changing sales paradigms in the life insurance industry and how social media and online sales will affect the future.

Nov 12

Mark attended the 8th Annual 'Doing Well by Doing Good' Advisor Philanthropy Conference in Mississauga. The event helps financial advisors play a key role as 'point person' when it comes to their clients philanthropic and legacy planning.

Nov 3 ‑ 5

Mark attended the Executive Club Conference hosted by Great-West Life at the Park Hyatt Hotel in Toronto. This invitation-only event gathers Canada’s top insurance and estate planning professionals.

Nov 2

Mark was a guest lecturer at The Schulich School of Business where he explained the unique insurance and estate planning needs of wealthy people and how they use life insurance as an investment.

Oct Issue

Investment Executive, Canada's national newspaper for financial advisors, sought Mark's comments for an article about coming tax rule changes and why wealthy Canadians should take advantage of the current opportunity to accumulate tax-free savings before January 2017. 

Aug 28

Mark's recommendations to review old insurance policies were quoted in a Financial Post article about managing wealth and saving money.

Jul 30 WEALTHinsurance.com and illnessPROTECTION.com proudly sponsored Woman To Woman, a tribute event on Sunday August 9th honouring outstanding women professionals and leaders.
Jul 20 WEALTHinsurance.com and illnessPROTECTION.com proudly sponsored Branching Out, a community initiative led by Scotiabank to plant new trees in the City of Vaughan.
Jun 18‑19 Mark attended the 2015 National Conference of the Society of Trust and Estate Practitioners (STEP Canada). The conference focused on the latest developments in trust and estate practice, and provided insightful and practical commentary from experts in tax, trust law, trust administration, insurance and financial planning.
Jul 16 Mark Halpern joined selected fellow members of the Professional Advisory Committee ("PAC") of the Jewish Foundation of Greater Toronto in financial support of creating the Jewish Foundation Suite within UJA Federation's new headquarters. Mark is a member of the PAC which is comprised of a small group of lawyers, accountants, trust officers, investment advisors, financial planners, insurance and other estate planning professionals. PAC member
Jun 10 Mark was the keynote speaker at the Annual General meeting of Shaar Shalom Synagogue in Markham, ON. He explained how he helps charitable institutions raise money and expand endowments in a unique way that allows donors to pay no income tax while helping favourite charities.
May Issue

Mark was interviewed by The Insurance and Investment Journal for an article about the importance of Living Benefits (Disability Insurance, Critical Illness Insurance and Long Term Care Insurance) and why insurance advisors have an obligation to inform their clients about them.

May 22‑24 WEALTHinsurance.com and illnessPROTECTION.com proudly sponsored Carrasauga, Mississauga's Festival of Cultures presented by RedShawl.org, a women' community organization whose mission is to inspire and equip women to build better communities.
May 3‑5 Mark attended the Conference for Advanced Life Underwriting (CALU) Annual Meeting in Ottawa, ON. The event gathers Canada's leading practitioners in the fields of Estate Planning, Retirement Planning, Executive Compensation, Corporate-Owned Life Insurance, Charitable Giving, and Employee Benefits.
Apr 30

Mark was the guest presenter at a Gardiner Roberts LLP seminar for members of the Tax and Estate Planning group. He explained unique strategies using Life Insurance as a strategic asset class for business owners and high net worth investors.

Apr Issue

Investment Executive, Canada's national newspaper for financial advisors, sought Mark's comments for an article about the growing trend of online insurance sales.

Apr Issue

Investment Executive, Canada's national newspaper for financial advisors, sought Mark's comments for an article about the importance of proper documentation in wills.

Apr 28

The Financial Post interviewed Mark for an article about Registered Education Savings Plans.

Apr 15

Mark was a guest speaker at the annual conference of The Travel Health Insurance Association of Canada in San Francisco. He explained why aging Canadians should rely on experienced professionals while avoiding self-serve insurance products and discussed the importance of advocating for clients.

Mar Issue

Southlake Regional Health Centre Foundation sought Mark's insights on charitable planned giving for an article published in Beingwell Magazine.

Mar 20

Mark was interviewed by The Financial Post for an article that examined how a famous fairy tale would have unfolded if proper insurance protection and estate planning was in place.

Mar 11

Mark was the guest speaker at a Gardiner Roberts LLP Toolbox Seminar. He presented "Creative Use of Life Insurance in Family Business Buyouts" to lawyers, accountants and other planning professionals.

Feb 19

Mark was the guest speaker at a meeting of Toronto Synagogue and Temple executives. He explained how he helps charitable institutions raise money and expand endowments in a unique way that allows donors to pay no income tax while helping favourite charities.

Aug 10

Mark will return as guest speaker at a national outreach event presented at the Toronto Reference Library by The Canadian Association of Gift Planners GTA Chapter, in partnership with the Toronto Reference Library Foundation.  The event is designed to encourage individuals to leave a legacy to their favourite charities. Mark will discuss the importance of retirement planning and explain charitable giving strategies that will not impact ones’ lifestyle needs.

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