Mark Halpern

Mark Halpern

Mark Halpern


Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP) is one of Canada’s most recognized life insurance advisors.

As CEO of®, Mark provides tax-efficient insurance strategies for business owners, professionals, retirees and affluent families.

Mark works closely with lawyers, accountants, bankers and financial advisors to provide their clients with unique insurance products and comprehensive estate planning solutions.

If you live in the Greater Toronto area, you’ve likely heard him on numerous radio stations since 2005 educating the public about the need for proper insurance, tax and estate planning.

Mark is widely recognized for his work in philanthropy and developing planned giving programs for hospitals, foundations, educational institutions and their donors.

He is incoming Chair of the Professional Advisory Committee of the Jewish Foundation and received their Professional Advisor of Excellence Award in 2017. He also sits on the Sick Kids Hospital Advisory board and is part of their $1.2 billion fundraising initiative.

Mark writes regularly for the TaxLetter® and Investor’s Digest and is often quoted in national media and financial industry publications.

He is a member of The Toronto Estate Planning Council, the Society of Trust & Estate Practitioners, Canadian Association of Gift Planners, CALU and sits on the Advisory Council for Munich Re.

Mark has been President of Aish HaTorah Toronto for the past 4 years and teaches weekly classes to students, young professionals and families.

Mark lives in Thornhill, Ontario and has been married to Rhonda for 23 years. They are kept busy with their 5 children, 22 years of age and under.

Discover our speakers!

Dana Mitchell
Justine Zavitz
Marg Manias
Mark Halpern
Mike Danks
Ryan Riffel
Sam Waxman