Mark Halpern


The New Philanthropy

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 helps successful business owners, professionals and families with tax-efficient insurance strategies for estate planning, tax minimization and philanthropy.

Widely recognized for his charitable work, he writes regularly for national publications, is frequently quoted in the media, and has personally advised Moses Znaimer.

He is incoming Chair of the Professional Advisory Committee of the Jewish Foundation, President of Aish HaTorah Toronto. and sits on the Sick Kids Hospital Advisory board for their $1.2 billion fundraising initiative.

Mark and Rhonda have been married for 23 years, and live in Thornhill, Ontario with their 5 children, 22 years of age and under.


This speaker has no past talks.