Meet our Speakers

Mark Halpern


Mark Halpern, CFP, TEP, MFA-P, is widely recognized as one of Canada's top life insurance advisors.

As CEO of® and® Mark leads a team across Canada that provides special expertise and insurance strategies for business owners, entrepreneurs, professionals and high net worth families.

Mark and his team work closely with lawyers, accountants, bankers and financial advisors to provide their clients with unique insurance products and comprehensive estate planning solutions.

If you live in the Greater Toronto area, you've likely heard him on numerous radio stations educating the public about the need for insurance and other estate planning issues.

He writes frequent articles for the TaxLetter® and Investor's Digest of Canada, and is often quoted in national media and financial industry publications.

Mark has been a keynote speaker on the main platform at Top of the Table meetings, The Million Dollar Round Table, The World Critical Illness Conference, CALU, Advocis and other industry conferences and corporate functions.

He is a member of The Toronto Estate Planning Council, the Society of Trust & Estate Practitioners, Canadian Association of Gift Planners, CALU, Professional Advisory Council of SickKids Foundation and Incoming Chair of the Professional Advisory Committee at the Jewish Foundation of Toronto.

In his spare time, Mark is the President of Aish Hatorah Toronto and teaches leadership and business ethics courses at the University of Toronto, York University, Ryerson University and the University of Western Ontario.

As an active member of the Professional Advisory Committee for the UJA Foundation and other non-profit boards he helps develop planned giving programs for hospitals, foundations, educational institutions and other charities.