Mark Halpern

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.

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.

Save the date for a wide variety of engaging
in-person and virtual sessions throughout the year

Whether you are a philanthropist, charity or a professional interested in learning more about assisting your clients in their philanthropic endeavors, prepared to be inspired, enlightened and empowered.

Speakers for
Organizations

Ethan Zohn

May 8, 2024

Tikkun Olam, The Ultimate Survival Tool

In Person

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Speakers for
Professionals

David Bentall

May 22, 2024

The Key to Future-Proofing Your Family Enterprise: Emotional Intelligence

In Person

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Speakers for
Donors

Serena Hak

November 6, 2024

Why your story is your superpower (Part Two)

In Person

Watch Part One Presentation

Past Events

Sara Lomelin

March 14, 2024

Your invitation to
disrupt philanthropy

Remote

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Danielle Poulin

January 25, 2024

Gouvernance en philanthropie (En Français)

Remote

Watch Presentation

Mark Halpern

November 2, 2023

How to effectively use Life Insurance, RRSP’s / RRIF’s in strategic philanthropy

Remote

Watch Presentation

Dan Pallotta

October 19, 2023

How restraints on non-profits undermine their potential

Remote

Learn More

Paulanne Jushkevich

October 12, 2023

Ethics & Stewardship: A crucial role in fundraising

Remote

Watch Presentation

Tal Ben-Shahar

June 8, 2023

Positive Philanthropy: Applying the science of happiness

Remote

Learn More

Serena Hak

May 30, 2023

Why your story is your superpower (Part One)

In Person

Watch Presentation

Shlomi Levy

May 11, 2023

Tax, Estate Planning & Ownership
Needs in the U.S.

In Person

Watch Presentation

Jeremy Hampson

April 19, 2023

WHY and HOW to have the philanthropic conversation with your clients

Remote

Watch Presentation