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GBK Strategic | Blog Archives - Page 10 of 47 - GBK Strategic

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Why should I have a financial plan?

Posted by Todd Gotlieb in Blog

January 2020 / Michael Bronstine – GBK Strategic Financial Partners Depending on which survey you look at (and there are many to choose from), anywhere from one third to three quarters of Canadians say they don’t have a written financial plan in place. Whatever the…

High-net-worth financial health: do you know what you need?

Posted by Todd Gotlieb in Blog

January 2020 / Michael Bronstine – GBK Strategic Financial Partners They say money can’t buy happiness, but the way you handle the money you’ve got can most certainly influence how happy you are. Good financial health doesn’t just mean having ample wealth, it also means…

How a Wealth Consultant Can Help You Meet Your Goals

Posted by Todd Gotlieb in Blog

Michael Bronstine GBK Strategic Financial Partners December 2019 A Wealth Consultant is a professional who helps you organize your finances and projects the results of your savings and investments so you can see how well prepared you are for retirement. They also help you make decisions…

Essential tax numbers: updated for 2020

Posted by Todd Gotlieb in Blog

Use this handy list of tax numbers as a quick reference By: Staff at advisor.ca November 27, 2019 People usually do not realize the fact that medium ranges of hysteria might be current on this situation due to the fact well. why not check here buy…

What is Tax Loss Selling?

Posted by Todd Gotlieb in Blog

Written by Jim Yih When it comes to selling investments, the old saying goes BUY LOW, SELL HIGH? Tax loss selling is one of the very few reasons where you might find a reason to sell low. Tax loss selling is simply a tax strategy…

Will the Liberals raise the capital gains tax rate?

Posted by Todd Gotlieb in Blog

Looking ahead to the 2020 federal budget By: Rudy Mezzetta Investment Executive Tax and wealth-management professionals say the new Liberal minority government could consider raising the capital gains inclusion rate, should the feds find themselves in need of tax revenue to meet spending promises. Such a…

Liberals target wealthy with luxury tax

Posted by Todd Gotlieb in Blog

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A ‘mind-blowing’ investment tool

Posted by Todd Gotlieb in Blog

by Lenny Friedman WP September 2019 More can be done to educate clients about the financial planning benefits of a “properly structured” life insurance policy. Michael Bronstine, Managing Partner at GBK Strategic Financial Partners likened the vehicle to having money under your mattress … except it…