From the Managing Partner

From the Managing Partner

Posted by Todd Gotlieb in Blog 29 Jan 2018

GBK Strategic Financial Partners

No, we didn’t buy any Bitcoin and we haven’t invested in Marijuana producers yet.  However, it was still a very solid year for growth and tax efficiency at GBK. Our holistic approach to wealth management continues to be a valuable process for our clients who are investing corporate and individual capital.

In 2017 we surpassed the $100m mark of AUM which includes all of the asset classes that we offer. (insurance contracts, segregated funds, mutual funds, alternative investments and private equity)  In addition, our consulting and advisory arm has become a valuable resource to several accountants and their firms who have partnered with our expertise.

As we move into 2018, we are examining new options for shareholders of private corporations. Many changes at CRA have forced advisors and tax experts to rethink retirement and estate planning strategies.  We feel strongly that tax exempt life insurance policies will continue to offer the best option for tax efficient growth and disposition.

Please click here to view how our in house designed GBK portfolio’s performed in 2017.  Todd Gotlieb and his department have been putting up consistent strong returns for over 5 years.

Ask Todd about our Alternative Investment opportunities and how to participate in any private equity deals.  These opportunities contain more risk, but can offer significantly higher gains.
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Finally, If you are uncertain about retirement planning, estate planning,  tax efficient strategies, investments, insurance or anything to do with financial planning, I urge you to fill out our questionnaire and set a 1 hour consultation with one of our expert advisors.  Going through the process will eventually satisfy any concerns and exposure to your current plan.

Sincerely,

 

Michael Bronstine

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