Mark Halpern, a Certified Financial Planner and Trust and Estate Practitioner, says that in his business he encounters many people who are well established and working hard with good jobs.   Read More

A 70-year-old, unmarried client came to see me last month, worried about an issue that’s common to many affluent Canadians.

He has accumulated $2.8-million in a RRIF and is now concerned   Read More