Blog

What is a Wealth Consultant?

Posted by Todd Gotlieb in Blog

by Michael Bronstine A financial services firm that offers a process towards successful investing not just products. It acts as a personal CFO to those with wealth who have accumulated assets but do not spend the time or energy to seek out and assess the…

How better financial decisions can reduce stress?

Posted by Todd Gotlieb in Blog

by James Burton Nov 2018 The younger generations often get a bad rep for poor financial planning, but they face unique challenges in 2018, according to the managing director of the IFSE Institute. Christina Ashmore is fully behind Financial Literacy Month, which begins today and…

Small-business owners need succession help: poll

Posted by Todd Gotlieb in Blog

*poll conducted by Environics Research Group The problem is, nearly half don’t intend to consult an advisor before retirement age, they may need help developing an exit strategy—something advisors must proactively address. An IPC poll finds that 42% of Canadian small-business owners are unsure about…

Should small businesses insure key people?

Posted by Todd Gotlieb in Blog

A look at the considerations and different policies By: Suzanne Yar Khan If a small business owner dies or becomes critically ill, the business will likely suffer. That important person might be responsible for growth and revenue. Without her there, how will the business stay…

Five steps to growing family wealth for the long term: Part 1

Posted by Todd Gotlieb in Blog

Consciously deciding to sustain family wealth for the long term is atypical By: Chris Delaney October 2, 2018 As I’ve written before, most planning today ensures that family wealth will be destroyed in three generations. Consciously deciding to sustain family wealth for the long term…

Could pot stocks make you rich?

Posted by Todd Gotlieb in Blog

By Erica Alini National Online Journalist, Money/Consumer Global News Canadians won’t be able to buy recreational marijuana until Oct. 17, but investors have already gotten a high from Ottawa’s decision to legalize pot. Cannabis stocks have been among Canada’s best-performing stocks in 2017. Canopy Growth…

4 REASONS INTERGENERATIONAL WEALTH IS DESTROYED IN 3 GENERATIONS

Posted by Todd Gotlieb in Blog

MICHAEL BRONSTINE 08/08/2018 “Shirtsleeves to shirtsleeves in three generations” is a common adage in respect of intergenerational transfer of wealth and family businesses. The first generation creates the wealth, the second stewards it and the third consumes it. Sadly, less than 10% of family wealth…

SUCCESSION PLANNING FOR FAMILY BUSINESS

Posted by Todd Gotlieb in Blog

Michael Bronstine & Todd Gotlieb Estate Planning Considerations for Family Business Owners Once you have set your succession plan, you should then ensure that your estate planning goals are coordinated with this plan. When coordinating the estate and succession planning, balance is critical. There are…