Wealthinsurance

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600 Cochrane Dr
Markham, ON L3R 5K3
+1 (416) 364-2929
http://wealthinsurance.com

WEALTHinsurance, based in Markham, Ontario, specializes in estate planning and insurance solutions for business owners, entrepreneurs, professionals, and affluent families. With over 35 years of experience, the firm has achieved an impressive 99% client retention rate, primarily through referrals from accountants, lawyers, and financial advisors.

The company focuses on helping clients preserve wealth against taxes, establish liquidity at the time of estate taxes, and leave a lasting legacy for future generations. Led by Certified Financial Planner Mark Halpern and a team of experts, WEALTHinsurance provides innovative strategies to optimize clients' estate plans and achieve peace of mind regarding their financial affairs.

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