You already know the importance of defence against too much taxation. But most people are heavily focused on offence while building their business, real estate and investment portfolios. Mark Halpern,   Read More

You have gone through a major change—you’ve sold the business that took up a huge part of your life. Just as you made careful decisions while building, growing and then   Read More

Columnist Mark Halpern shares his insight and analysis on using a Canadian insurance policy to protect your assets from the tax man. It’s a tax-smart investing strategy that honest, hard-working   Read More

“Freedom 55 now occurs when your youngest child turns 55.” Certified financial planner and trust and estate practitioner Mark Halpern recalls London Life’s aspirational slogan of the 1980s with a   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