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Speaking Engagements

Mark Halpern, CFP is available to speak to your organization.

Please contact us for more information

Select Presentations by Mark Halpern, CFP:

De Havilland Aircraft and Bombardier Retired Employees. "The importance of financial planning and why long term care insurance makes sense".

Manulife Financial Associate Advisor Conference "My Critical Path"

No Frills National Franchisees Association Annual Meeting. "What Every Business Owner Needs to Know".

Rogers Communications National Sales Conference in Toronto. "The Power in You: Insights on Becoming Successful in Life as a Whole Person".

Investors Group Tri-Region Planners Conference "Insights on the Importance of Living Benefits for Financial Advisors and their Clients".

Canadian Imperial Bank of Commerce (CIBC) Special Client Evening "What Every Business Owner Needs to Know".

Blaney McMurtry LLP Lunch and Learn "What every Lawyer Needs to Know"

Prudential Sadie Moranis Realty "What every Real Estate Professional Needs to Know"

University of Toronto and York University students: Maimonides Leadership Development Program "Business Leadership and Ethics".

Toronto Chapter of Advocis, "The Importance of Marketing for Successful Financial Advisors".

Beth Jacob Seminary of Toronto "Smarter Giving: New Ways to Multiply Charitable Giving using the Same Dollars".

ACE INA Life Insurance in Toronto and Mississauga - "Insights on the Importance of Critical Illness Insurance for Group Benefit Plans".

Sun Life Insurance: Practice Development Retreat in Montebello, Quebec. " Insights on Critical Illness Insurance and becoming the Top Living Benefits Advisor in Canada".

Manulife Financial Fall Kickoff Meeting: Keynote address "An Advisors Perspective on Critical Illness and Marketing".

No Frills Ontario Franchisees Association biannual meeting "What Every Business Owner Needs to Know"


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"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 h... " Read more
Dale Asser
Shorthorn Cattle Breeder
Hillhaven Farm

"I heard Mark on the radio every day commuting to work and finally made the time to call him. It was a good thing that I did. I'm extremely busy looking after my clients and my growing family. I rarely... " Read more
Joe DeSario, C.A.
Chief Administrative Officer
International Financial Data Services

"I've known Mark for many years. I recently purchased some insurance through him. It's a pleasure dealing with him: he's forthright, knowledgeable and reliable.... " Read more
Ted Perlmutter
Lawyer