Consider using part of your wealth to buy a life annuity from an insurer. It will provide you with monthly payments for the rest of your life—just like a defined   Read More

RRSPs, RRIFs, TFSAs, PPPs, critical illness insurance, long-term care insurance, high-limit disability insurance, life insurance, joint-and-last-to-die insurance, charitable donations at death—no wonder we get so tired as we get older!   Read More

RRSPs, RRIFs, TFSAs, PPPs, critical illness insurance, long-term care insurance, high-limit disability insurance, life insurance, joint-and-last-to-die insurance, charitable donations at death—no wonder we get so tired as we get older!   Read More

RRSPs, RRIFs, TFSAs, PPPs, critical illness insurance, long-term care insurance, high-limit disability insurance, life insurance, joint-and-last-to-die insurance, charitable donations at death—no wonder we get so tired as we get older!   Read More

Markham, Ont.-based Mark Halpern is a Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) with special expertise in tax planning for high net worth individuals and their families.   Read More