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Mark Halpern, CFP, TEP, MFA-P
Mark Halpern, Certified
Financial Planner (CFP), Trust and Estate
Practitioner (TEP), and Master Financial
Advisor - Philanthropy (MFA-P) has helped
business owners, entrepreneurs,
professionals, and affluent families for 32
years. As CEO of WEALTHinsurance.com®, Mark
and his team specialize in taxadvantaged
insurance solutions to protect families,
create charitable legacies, and preserve
estates. Mark works closely with clients’
accountants, lawyers, insurance, and
investment professionals to provide
comprehensive estate planning solutions as
part of the team.
Widely known for
his philanthropic activities, Mark is Chair
of the Planned Giving Advisory Council at
Humber River Hospital Foundation, a Trustee
and former Chair of the Professional
Advisory Committee at the Jewish Foundation
of Greater Toronto, a member of the
Professional Advisors Council at SickKids
Foundation, Promise Legacy Council at St.
Joseph’s Hospital Foundation, Professional
Advisor Task Force at St. Michael’s Hospital
Foundation, Planned Giving Advisory
Committee at TVOntario, Toronto Estate
Planning Council, Society of Trust & Estate
Practitioners (STEP), Canadian Association
of Gift Planners (CAGP) and Conference for
Advanced Life Underwriting (CALU).
Mark is a faculty member and contributed
curriculum content for the groundbreaking
Master Financial Advisor-Philanthropy
(MFA-P) designation. He is building a
national community of 100 financial
professionals and charities with the goal of
creating $1 Billion of philanthropy
annually.
https://wealthinsurance.com/billion.php
Outside of business, he teaches
leadership and ethics classes to young
professionals, families, and university
students. He’s been married to Rhonda for 27
years and they are kept busy with their 5
children.
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203-4438 Ontario Street
Beamsville, ON L3J 0A4
Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511
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