High Net Worth Financial Advisor
ca
Mark Halpern is a High Net Worth Financial Advisor.
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Mark Halpern is the President and Founder of WEALTHinsurance.com, an independent High Net Worth advisory firm specializing in Strategic Philanthropy, Estate Planning, Tax Minimization, and Life Insurance. With over 30 years of experience, Mark is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor - Philanthropy. The firm works with wealthy multi-generational families and businesses, providing custom insurance, benefit, and business planning portfolios to preserve and transfer wealth on a tax-advantaged basis. They have served as trusted advisors for some of Canada's wealthiest families and have developed strategic alliances internationally.
Preserving and transferring wealth on a tax-advantaged basis.
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