RETIREMENT & ESTATE PLANNING

Protect your future and that of your family

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Business Succession Planning

What have you done to protect your children, in and out of the business? I will crash test your life to make sure you are financially protected no matter what happens.

Wealth Transfer

We'll show you creative and risk-free ways to eliminate your tax bill today or at death.

Best Doctors®

Best Doctors® is widely known for medical advisory services and second opinions. Best Doctors® is available for individuals and as an add-on for group benefit plans.

Long Term Care Insurance

Receive up to $10,000 per month if you require long-term care services in your home or in a long-term care facility and all your premiums back if you never make a claim.

Individual Pension Plans (IPP)

An IPP is a defined benefit registered pension plan established for the benefit of a single employee. The annual retirement benefits funded by the plan are defined by the terms of the plan and are based on a percentage of the employee's annual employment income.

Retirement Compensation Arrangements (RCA)

In the right circumstances, a Retirement Compensation Arrangement or RCA, could save you income taxes, provide golden handcuffs, retirement funding and/or help protect your assets.

Insured Annuities

An insured annuity is essentially a prescribed life annuity and a term life insurance policy, purchased together. An annuity provides a guaranteed regular income stream, while a term 100 life insurance policy provides a cash payout upon death.

RRIF Insurance

Life insurance can pay the final tax bill on your registered assets, allowing you to pass the full value of your RSPs and RRIFs to your heirs.

Charitable Planned Giving

Life insurance provides an affordable way to make a significant gift to your favourite charities.

WEALTHinsurance.com®

WEALTHinsurance developed from 25 years of experience at illnessPROTECTION.com.

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Learn More

To learn more simply fill out this form or call us at 416-364-2929 or 1-866-566-2001.

What Our Clients say

"At Crown Medical Clinic, we strive for the highest standard of healthcare, in a clinic devoted to wellness and prevention. I recognize the importance of financial wellness as well, so I refer interested patients to Mark Halpern for insurance and related financial matters. This satisfies an essential need in us all which, as physicians, we cannot supply."
Dr. W. Ronald Porter, M.B., Ch.B.
Medical Director
Crown Medical Clinic

"I responded to Mark's radio advertising on 680News, and he made it all so easy for me. He showed up on time, his cell phone never rang in our meetings and he returned my calls promptly. There was no hard sales push and he didn't sell me something that I didn't need. That's refreshing because we are all tired of being pushed to buy things that aren't necessary for us. I would recommend Mark Halpern to any busy and successful person who needs a high level professional and personal touch."
Dale Asser
Shorthorn Cattle Breeder
Hillhaven Farm

"I was really surprised to discover Mark was so much more than illnessPROTECTION.com. He looked at all of my insurance and family matters in a global manner. I found out that Critical illness insurance is only a small part of a bigger picture to live safely and comfortably. I feel much better knowing that someone who cares looks after my entire needs. Working with Mark was easy and a very pleasant experience. "
Dr. Kenneth G. Schafer, D.D.S,
Certified Endodonist

"Mark, I just want to let you know that you are the most comprehensive insurance guy I've ever met. I really appreciate the time you have spent with me and my wife going through all of our planning. Dealing with someone as knowledgeable as you is a rarity. Your professionalism and the way that you get things done...I'm truly impressed and I just want you to know that."
Jordan Jacobson
Sales Manager
The Benvenuto Toronto