Building Financial Resilience: Philanthropy, Risk & Legacy Planning ft. Mark Halpern
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Building Financial Resilience: Philanthropy, Risk & Legacy Planning ft. Mark Halpern
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So many of us avoid conversations about wills, estate planning, and what happens after we’re gone. It can feel uncomfortable, morbid — or like something we’ll just “get to later.” But the truth is, these are some of the most important conversations we can have if we want to protect our families and create impact that lasts.
My guest today, Mark Halpern, has built his life’s work around helping people move from simply achieving success to creating significance. He’s one of Canada’s leading experts in using life insurance, tax strategy, and philanthropy not just to preserve wealth, but to unlock opportunities for meaningful giving. His guidance has already helped direct more than $300 million to Canadian charities — while helping families feel more secure, more prepared, and more intentional about their legacies.
This episode is about getting comfortable with the planning most of us avoid — and seeing how estate planning, when done thoughtfully, can protect the people we love and support the causes that matter most to us.
- Learn more about Mark and his work: https://wealthinsurance.com/about-us.html
- Catch all of our episodes: www.theresiliencereport.ca
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