please visit Mark's LinkedIn page: https://www.linkedin.com/in/markhalperncfptepmfap/
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.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 210-600 Cochrane Drive, Markham,ontario L3r 5k3,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthinsurance.com
- Keywords
- Markham.
- HQ
- Markham, Ontario
Wealthinsurance.com Questions
Wealthinsurance.Com's website is wealthinsurance.com
Wealthinsurance.Com's LinkedIn profile is https://ca.linkedin.com/company/wealthinsurance-com
Wealthinsurance.Com has
5 employees.
View email and phone details for 5
employees at Wealthinsurance.Com.
Wealthinsurance.Com's industry is
Financial Services
Wealthinsurance.Com's top competitors are
St. Andrews Insurance Brokers,
Purpose Investments,
Telus,
Platform,
Forbes Finance Council,
Bird&be,
Aria Wealth Solutions,
The Most Hated F-Word,
Freedom 55 Financial,
Lightning_express.
Wealthinsurance.Com's categories are Financial Services
Wealthinsurance.Com's founding year is 2015
