Only 50 spots · Starts January 9, 2027
Check my fitFor ambitious Canadian advisors · 5+ years in the business
A 12-month mentorship with Mark Halpern, CFP, TEP, MFA-P. Become an expert in strategic philanthropy and high-net-worth life insurance, and lead the legacy conversations that open larger cases. Earn 18 CE credits along the way. 90% of graduates earned more than $150,000 in new revenue, over 10× the fee.*
Only 50 spots · Starts January 9, 2027
Less than 2 minutes · no payment to apply
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Mark Halpern, CFP, TEP, MFA-PIndustry leader with 35 years serving high-net-worth families. Top of the Table main platform speaker.
200+advisors mentored since 202080%of graduates earned back their fee within two months*
Past results of Power of Platinum graduates. Individual results vary and are not guaranteed.
Graduate results
Court of the Table Triple Top of the Table
“Platinum has been instrumental in helping me double and triple my production.”
Results like these are not typical. Across graduates, 90% earned more than $150,000 in new revenue. Results depend on your effort, book and market.
“Power of Platinum™ gave me the confidence to engage with high-net-worth clients and place larger insurance cases.”
Power of Platinum graduate30 years in the business
“POP has more than paid for itself several times over and has been a great investment in my business.”
Power of Platinum graduate48 years in the business
“I now feel confident and calm in all client situations after adopting POP’s interview process.”
Power of Platinum graduate13 years in the business
Power of Platinum graduates, quoted with permission. Names withheld for privacy. Individual results vary.
Only 50 spots. See if you qualify in less than 2 minutes.
Most advisors chasing the next rung try to sell more of what they already sell. More meetings, more cases, the same kind of client.
The ones who get there learn to serve families who think in legacies: business owners, high-net-worth households and people who give.
What the year adds up to
In Power of Platinum you learn to
How it works
One group a year. The 2027 group meets live on Zoom once a month from January 9. Mark’s goal for every member: Top of the Table+.
Live Zoom session with MarkPlus small-group coaching with Emelia (quarterly, months shown are indicative)
Monthly, two hours each, from your own office. Bring your questions and your cases.
With Emelia Prempeh, in groups of 2–3 advisors.
Archived in your member portal, with transcripts, so you can catch up or go back.
Bring real high-net-worth cases and work them through with the group.
Ask Mark questions in the members’ WhatsApp chat, plus weekly case studies to keep you sharp between sessions.
Continuing-education credits you earn through the program, toward the hours your licence requires.
Your mentors
Founder & mentor
Mark has spent 35 years working with high-net-worth families. He built Power of Platinum to help advisors grow by helping their clients give.
Coach
Emelia has coached for more than 20 years, 14 of them with advisory firms. She has been Mark’s own coach for over 10 years.
Who it’s for
Power of Platinum works best for established advisors. We’d rather tell you now than after you’ve paid.
Investment
Every dollar of your fee is paid to charity.
$14,000CAD
Paid annually in one lump sum. Saves $1,000.
or $1,250 a month ($15,000 a year)
Pay by credit card.
100% of your fee is paid to charity. No GST/HST.
Check my fit for JanuaryA 12-month commitment. Once the program starts there are no cancellations or refunds. That’s why every applicant has a call with us first, so you only join if it’s right for you.
Questions
One live two-hour Zoom session a month, plus a small-group coaching session each quarter. The rest happens in your own client meetings.
Every session is live on Zoom, so you join from your own office. There’s nowhere to travel to. Once a month, starting January 9, 2027. The day and time will be confirmed before the group starts.
Every session is recorded and saved in the member portal with a transcript, so you can catch up when it suits you.
Both. It’s built for Canadian advisors who work with life insurance, wealth or both, and want to serve high-net-worth and philanthropic clients.
If your answers fit, you pick a time for a short call right away. We answer your questions and confirm fit together. You don’t pay anything to apply.
By credit card, in full or monthly. 100% of your fee is paid to charity, through the Power of Platinum donor-advised fund. No GST/HST is charged.
Yes. Power of Platinum carries 18 continuing-education credits over the 12 months.
No. It’s a 12-month commitment, with no cancellations or refunds once the program starts. The fit call is there so you can decide with all the facts first.
Apply
Three short steps. If you’re a fit, you pick a call time right after. Only 50 spots available. Applications close January 1, 2027.
Prefer to talk first? Call (416) 871-4357