“There are no limits to the majestic future which lies before the mighty expanse of Canada with its virile, aspiring, cultured, and generous-hearted people.” Winston Churchill

Mark Halpern, a regular TaxLetter   Read More

Long lives demand a financial ‘defence’ plan. Trust and Estate Practitioner Mark Halpern looks at the costs of living long and shepherding money you’ll never spend.

People who are very successful   Read More

Long lives demand a financial ‘defence’ plan. Trust and Estate Practitioner Mark Halpern looks at the costs of living long and shepherding money you’ll never spend.

People who are very successful   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

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

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

Investor’s Digest of Canada columnist Mark Halpern, CEO of WEALTHinsurance.com®, answers the seven most-frequently asked questions about retirement problems. He offers cost-efficient and tax-efficient solutions that will safeguard your finances   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

Investor’s Digest of Canada columnist Mark Halpern, CEO of WEALTHinsurance.com®, answers the seven most-frequently asked questions about retirement problems. He offers cost-efficient and tax-efficient solutions that will safeguard your finances   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

Sometimes reading your financial plan is like staring into a bowl of alphabet soup. Abbreviations and acronyms float by and transmogrify before you can begin to read any sense into   Read More