WEALTHinsurance.com
Financial Services - N/A, ON, CA
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WEALTHinsurance.com Details
WEALTHinsurance.com is an independent High Net Worth advisory firm specializing in risk management and insurance solutions. Mark Halpern, company president and founder, has been an industry leader for 25 years. He is a Certified Financial Planner, Trust & Estate Practitioner and the founder of illnessPROTECTION.com.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 entering 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 advisor for some of Canada's wealthiest families, and we have developed professional strategic alliances with financial institutions, legal and accounting firms and financial advisors internationally.This alliance focus and a belief that the insurance professional should be a trusted adviser on a professional advisory team, allows us to serve clients in the best multi-disciplined approach possible.
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