Mark Halpern – How to Effectively use Gifts of Life Insurance & RRSP/RRIF’s

**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 over 30 years.

As CEO of WEALTHinsurance.com®, Mark and his team specialize in tax-advantaged
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
Professional Advisors 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 ground-
breaking 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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