Complimentary, no-obligation one hour consultation with Mark Halpern

Complimentary, no-obligation one hour consultation

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Company President Mark Halpern has been an industry leader and trusted advisor for over 25 years. He is a Certified Financial Planner, Trust & Estate Practitioner and is also the founder of

Mark is widely recognized as one of Canada's top life insurance advisors.® is an independent advisory firm specializing in life insurance, living benefits (critical illness insurance, long term care insurance, disability insurance) health insurance, tax and estate planning.

Mark leads a team of experts across Canada working with clients and their professional advisors to craft custom insurance, benefit and business planning portfolios to preserve and transfer wealth on a tax-advantaged basis.

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Mark is knowledgeable, understanding, calming, and patient. He has been a trusted advisor for more than 25 years, providing his clients with expert advice in a professional and caring manner.

He takes the time to fully understand every client's unique situation to develop appropriate insurance strategies and solutions.

Mark's clients enjoy the peace of mind that comes from knowing everything is in its right place.