Mark helps clients "crash test" their lives to avoid any future crisis in the event of illness, disability, retirement or death. His clients enjoy peace of mind knowing that all of their personal and financial affairs have been looked after in a professional, cost efficient and caring manner. He is their "go-to-guy".

Clients are business owners, professionals, retirees and families. Each person has unique needs and circumstances that cannot be fixed with a cookie-cutter approach. Every client enjoys personal attention and customized solutions that cement lifetime relationships.

Most new clients are referred by other satisfied clients. Additional referrals come from law and accounting firms, healthcare professionals, financial institutions, banks and brokerage companies.

Mark Halpern, CFP enjoys several professional designations including CFP (Certified Financial Planner), FMA (Financial Management Advisor) and an Honour’s Bachelor of Arts in Communications from York University.

Mark is committed to continuing education and has completed the Professional Financial Planning Course, the Mutual Funds Course and the Canadian Securities Course under the auspices of the Canadian Securities Institute.

Mark is an active and visible contributor to his community. He lectures youth and young adults on traditional values, conducts marriage classes for couples and is a board member of several community organizations. He has been married to Rhonda for 12 years and is the busy and proud father of five children aged 11 and under.