Mark Halpern

CFP, TEP, MFA-P

Mark has helped business owners, entrepreneurs, professionals, and affluent families for 30 years. As CEO of WEALTHinsurance.com®, Mark and his team provide tax-advantaged insurance solutions to protect families and their businesses, working closely with accountants, lawyers, bankers, and other financial professionals to provide comprehensive estate planning solutions for their clients. Widely known for his philanthropic activities, Mark is a Trustee and former Chair of the Professional Advisory Committee at the Jewish Foundation of Greater Toronto, a member of the Professional Advisors Council at SickKids Foundation, Promise Legacy Council at St. Joseph’s Hospital Foundation, Professional Advisor Task Force at St. Michael’s Hospital Foundation, Planned Giving Advisory Committee at TVOntario, Toronto Estate Planning Council, Society of Trust & Estate Practitioners (STEP), Canadian Association of Gift Planners (CAGP) and Conference for Advanced Life Underwriting (CALU). Mark’s corporate goal is the creation $100 Million of new philanthropy annually working with clients, non-profits, and foundations, and collaborating with allied professionals in law, tax, insurance, investment, and estate planning. He’s been married to Rhonda for 26 years and they are kept busy with their 5 children.