News & Events

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.

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.

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.

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.

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.

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.

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.

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. 

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

WEALTHinsurance.com and illnessPROTECTION.com proudly sponsored Woman To Woman, a tribute event on Sunday August 9th honouring outstanding women professionals and leaders.

WEALTHinsurance.com and illnessPROTECTION.com proudly sponsored Branching Out, a community initiative led by Scotiabank to plant new trees in the City of Vaughan.

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.

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

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.

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.

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.

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.

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.

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

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

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

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.

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

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.

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.