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8 Tax Tips for Canadian small business tax savings

Posted by Todd Gotlieb in Blog

By Glen Johnson, Advisor.CA Small business owners are allotted a variety of methods to improve their tax situation. However, it can be hard to learn about Canadian small business tax savings. As a result, Olympia has compiled a list of some of the most commonly…

Minimizing tax at death on RRSP – Part 2

Posted by Todd Gotlieb in Blog

By Michael Bronstine In this second part of two articles, we’ll look at fourth option for transferring an RRSP at death. The first article in this two-part series explored three options for transferring a registered retirement savings plan (RRSP) at death to help reduce the tax impact…

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 2015.  But they may not…

5 Mistakes People Make When Buying Term Life Insurance

Posted by Todd Gotlieb in Blog

By Michael Bronstine An essential component of planning for the future involves planning your finances. After all, when your career finally falls into place, your funds need to be managed appropriately too. How you save, invest, spend and leverage your income can help with deciding how…

6 Reasons You Need a Financial Plan

Posted by Todd Gotlieb in Blog

Michael Bronstine GBK Strategic Financial Partner Financial planning is not a one-time event, but rather an ongoing process As a child my family went on several driving vacations. Before leaving, my parents generally contacted AAA and obtained a step-by-step series of maps of our planned…

Why Whole Life Insurance Stinks

Posted by Todd Gotlieb in Blog

by Michael Bronstine The five reasons why no one should ever, ever even THINK of buying whole life. Right? Let’s play a game…. The next time you find yourself in a group setting and the conversation dies down to that awkward, don’t make eye contact…

Why bond markets go up and down

Posted by Todd Gotlieb in Blog

by Todd Gotlieb A look at the factors Whether it’s building infrastructure, growing a business or investing in equipment, governments and corporations often need to raise funds for their operations. Issuing bonds is a common way to raise the money they need. What is a…

Happy New Year

Posted by Todd Gotlieb in Blog

I was thinking of starting 2019 with a list of predictions for the coming year (as I’ve done a couple of times in the past) but instead decided to pull a “Penn and Teller” and reveal the secrets behind the prediction biz. Here are the…

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…