by Michael Bronstine It’s a mammoth enough decision to determine whether the business should be sold or passed on to family members. Whomever takes the lead role, at the point in time that a business is passed to the next generation or other owners, all…
By: Maddie Johnson, February 2023 Higher bond yields and lower equity prices provide a better starting point in 2023 The economic outlook for 2023 may be brighter, but there are still conflicting signals for investors, CIBC Asset Management’s chief investment officer says. On one hand, central…
By: Guillaume Poulin-Goyer, February 2023 Going beyond investments with clients remains a good way to add value, particularly in down markets Permanent life insurance is a staple of many estate plans. However, not every estate plan requires life insurance, said Sam Rook, senior portfolio manager with…
By: Rudy Mezzetta, February 2023 Income tax thresholds, credits and benefit amounts are all rising with inflation Higher federal tax bracket thresholds, as well as increased tax credit and benefit amounts, may allow clients to realize significant tax savings in 2023. The federal government’s annual indexation…
by Michael Bronstine: Unbiased opinions Provide best in class professionals Recommendations based on needs analysis Will ensure your financial goals will be met What is the process of working with GBK Strategic Financial Partners? Fill out our self-assessment questionnaire found at gbkstrategic.com Email or mail…
By Michael Bronstine What is a Wealth Consultant? A 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…
Michael Bronstine While it’s best to start early, you can still benefit from planning at any stage of life For many Canadians, planning for their financial future can be difficult in normal times, much less during a pandemic. A recent study showed, for example, that 39 per…
Michael Bronstine If you think a financial planner only handles your RRSPs or taxes, or that financial planning is the same as investment planning, you are only seeing part of a much bigger picture. In fact, you may be missing out on many of the…
Manulife November 2022 This tax season, invest some time to learn how to keep more of your money in your own pocket. These nine homeowners’ tax credits are a great start. When Canadians think of the perks of owning a home, homeowners’ tax credits might…
by Michael Bronstine The Keep the Cottage in the Family strategy provides you the opportunity to redistribute some of your taxable investments, particularly your bond or GIC portfolios, into a participating whole life insurance policy to enjoy tax-deferred savings and a tax-free death benefit that…