Wealth Transfer

A huge transfer of wealth has already begun.

This is the wealthiest generation in our history and without proper planning, much of that wealth will be inherited by the tax department.

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

Wouldn't you prefer to have control over where your money goes?

Please contact us today for your no-obligation consultation. We look forward to helping you and your family.

WEALTHinsurance.com®

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

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

What Our Clients say

"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 heard Mark interviewed on Money Talks radio with Jerry White and was intrigued by the critical illness insurance he specializes in. We set up an appointment in his office and I approached our meeting as a skeptical accountant who doesn't like to be sold insurance. Mark surprised me. He was very thorough and covered all the bases. He looked at my total picture and didn't isolate any parts. He put together a plan for me based on our discussions that would take care of me in my life and he followed up again on each item at subsequent meetings. I purchased a critical illness insurance policy and health benefits and will consider long term care insurance and life insurance with Mark in the New Year. Mark has many strengths. The one that impressed me the most was his ability to recognize my lifestyle as a single woman with no dependants. He designed the right plan to fit. I highly recommend Mark to anyone who requires a truly caring, sincere and professional advisor."
Ms Susan Jackson
Chartered Accountant

"I was referred to Mark by my father who has done business with him for several years. As a director of a TSX listed company and now as a new father, I had to look into insurance for me and my family for the first time. I was unfamiliar with the different insurance products available and needed someone that I could trust to guide me and my family through the process. Mark did a professional job of explaining the potential risks in life and educated us on all of our options. His recommendations were appreciated and we know that he delivered the best possible programs for us now and to build on in the future. I recommend Mark to anyone who needs a trustworthy advisor to guide them as they grow their business and personal life."
Warren Perlman

Director Solutions Architecture
Workbrain, Inc

"My business involves large real estate investment transactions and requires making complex issues easy to understand for all parties involved. Mark Halpern explained to me the complex world of life insurance. He made it very easy for me to understand, with all the details I needed to make an informed decision. He followed up on all our meetings within our agreed timelines and we concluded a successful transaction. He helped me think about the future and understand all of my options in order to know how insurance fits in. I recommend him highly."
John Weiler
President
White Cap Consulting Inc.