Business Succession Planning

Most successful business owners are great at taking care of their customers, clients, staff, and suppliers.

They are often so busy taking care of everyone else that they neglect to take care of themselves and their family.

Who opens the doors to your business tomorrow if you are not around?

How does your spouse get an income?

What will your banker do?

What have you done to protect your children, in and out of the business?

What about your partners and key staff members?

What about the tax department?

I will crash test your life to make sure you are financially protected no matter what happens.

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 heard Mark's ad on the radio and called him right away. My income from selling real estate would cease abruptly if I got sick, because long term disability policies can't protect commission earning professionals. Dealing with Mark has been a very pleasant experience. No hard sell. He reviewed my entire estate situation and helped me make the right choices. I feel good knowing that I'm financially protected against life's uncertainties. I love the return of premium option and plan on using the money in my retirement years. Mark genuinely took care of me and that makes a huge difference. Truly good service is hard to come by in today's market place. I recommend Mark highly. "
Patricia Bennett

Sales Representative
PMA Brethour

"In my dealings with Mark Halpern over the last 12 years, I have found him to be exceptionally ethical, reliable and client-centered. He has expert knowledge and experience in the insurance industry and his passion for this field clearly shows. I have no hesitation in recommending him to anyone who needs a caring and professional advisor. "
Daniel Sacke B.COMM CFP CSA
Vice President
BMO Nesbitt Burns Inc.
www.thesackegroup.com

"I called Mark after hearing him many times on the radio. Operating a growing family business in building restoration and expecting my first child soon got me thinking about how I must take care of myself. Even more so, my father passed away last year and I wanted to make sure that my family and business would survive if I got sick or died. Meeting with Mark was a definite eye opener in terms of my position in life now and in the future. He helped me evaluate all of the potential problems that could come up and provided me with the right solutions that I needed to take care of any unforeseen problems. He organized our group health benefits, mortgage financing and got us started with RESP's. He is now looking after all of our insurance protection programs. The experience was simple and smooth. Working with Mark was a truly educational experience."
Jason Gheda
President
SST Group of Construction Companies Limited

"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 take the time to deal with the important issues that Mark brought to my attention. Mark showed me what I needed and helped to put those important things into place using a comprehensive process. He was knowledgeable, sincere, trustworthy and passionate about helping me. Now that I have things in place, I feel much more secure knowing that if disaster should strike, I have done my best for my family. I recommend Mark very highly."
Joe DeSario, C.A.
Chief Administrative Officer
International Financial Data Services