Sightline Conversations: Wealth Preservation with WEALTHinsurance.com
In this Sightline Conversation, Sightline’s Paul de Sousa speaks with Mark Halpern, president and founder of WEALTHinsurance.com. With 30 years of experience working with business owners, entrepreneurs and wealthy families, Halpern shares with de Sousa the three distinct areas of legacy planning – estate planning, tax planning and philanthropy – and how they each play an important role in providing financial stability. Specifically, de Sousa and Halpern discuss:
- Near-term and long-term benefits of estate planning, tax planning and philanthropy
- Canada Pension Plan (CPP) strategies for philanthropic families
- The important differences between offensive and defensive estate planning
- Insurance strategies for near-zero interest rates
- How COVID-19 has affected planning strategies
You can listen to de Sousa’s and Halpern’s conversation here. As always, please contact us at (416) 945-6228 with any questions.
Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts.
Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.
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