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Life insurance tips for the wealthy

Posted by Todd Gotlieb in Blog

Alex Solway, June 2019 Michael Bronstine of GBK Strategic Financial Partners a well-recognized life insurance industry leader who has provided insurance planning solutions for high net worth (HNW) families for over 25 years. He answers our questions about the role life insurance plays in strategic…

The Difference Between Being Rich and Wealthy

Posted by Todd Gotlieb in Blog

By Michael Bronstine Let’s all be very honest with ourselves; we all want to be rich. We want to enjoy the fruits of our labour and live a life that is more fortunate and ultimately extravagant than the average man. We dream of having the planes,…

The Difference Between Your Accountant and Your Wealth Consultant

Posted by Todd Gotlieb in Blog

By Michael Bronstine Many business owners surmise that their accountant can do the job of both accounting and wealth management (or vice versa) Many business owners surmise that their accountant can do the job of both accounting and financial planning (or vice versa) when in fact, the…

Family Dynamics, Rather Than Dollars, Complicate Estate Planning

Posted by Todd Gotlieb in Blog

MAy 6, 2019 • KAREN DEMASTERS Navigating family dynamics is more difficult than deciding on the factual details of an estate plan, according to most advisors in a recent survey conducted by Key Private Bank, the wealth management arm of KeyCorp. Seventy-seven percent of the 130 Key…

4 REASONS INTERGENERATIONAL WEALTH IS DESTROYED IN 3 GENERATIONS

Posted by Todd Gotlieb in Blog

Michael Bronstine 04/08/2019 “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 survives…

Equitable Bank uses whole life insurance to fund retirement

Posted by Todd Gotlieb in Blog

Clients can borrow up to 90% of their policy’s cash surrender value By: Staff writer, advisor.ca April 13, 2018 Stimulants pills have been used to cure ADD viagra cialis generico for more than three decades. cialis pills canada They are very much unique and can be…

Ontario to eliminate probate tax on estates under $50,000

Posted by Todd Gotlieb in Blog

The provincial budget also said the government would extend the deadline for filing estate returns By: Rudy Mezzetta April 12, 2019 Lifestyle choices, smoking, being overweight, and avoiding exercise are possible causes of erectile viagra pills canada dysfunction. BURDOCK (Arctium lappa/minor) Burdock has been used since…

Minimizing tax at death on RRSP – Part 1

Posted by Todd Gotlieb in Blog

By Michael Bronstine In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help. Almost 6 million Canadian tax filers contributed to an RRSP in 2016, down a bit from 20151. But they may…