WEALTHinsurance.com
Following
0
Views
75
Contacts
1
Location
Markham
Sponsorship overview
We are an independent High Net Worth advisory firm, specialists in Strategic Philanthropy, Estate Planning, Tax Minimization, Life Insurance.

Mark Halpern, company President and Founder, has been an industry thought leader for 30 years. He is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor - Philanthropy.

Our team of experts works with clients and their professional advisers to craft custom insurance, benefit and business planning portfolios to preserve and transfer wealth on a tax-advantaged basis.

We are in a new and unprecedented era of global family wealth transfers and giving, against the backdrop of rising wealth. We understand that individuals and families need to prepare now for the risks that will come with this mass changing of wealth.

Our experience working with wealthy multi-generational families and businesses results in a process that clients can rely on for their wealth planning solutions.

We have had the honour and pleasure to serve as the trusted advisors for some of Canada's wealthiest families, and we have developed professional strategic alliances internationally with financial institutions, legal and accounting firms and financial advisors.
Address
Markham, Ontario, CA
Industries
Financial
Sponsorship partners
Profile pic Name Email Telephone Location
Phil Halpern
Managing Director
phil@wealthinsurance.com CA
Phil Halpern
Managing Director
phil@wealthinsurance.com
CA


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