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Toronto real estate poses bubble risk, UBS says

Posted by Todd Gotlieb in Blog

The Swiss investment bank says Vancouver homes are overvalued By: Anita Balakrishnan, The Canadian Press October 2020 Using such tools can help us to be positive and start looking at life with more optimism. sample of viagra Streamline the business, cut get levitra http://amerikabulteni.com/2019/02/02/evrenin-sessizlik-sarkisini-dinleyeceginiz-yer-black-hills/ costs and control…

Case study – Lack of communication

Posted by Todd Gotlieb in Blog

by Michael Bronstine Dale (48) & Paula (45) own and operate a very successful food distribution business in Toronto.  Each year for the past 20, the company has been in the enviable financial position of having excess capital required from operating both the business and…

Case study – Wealth Replacement

Posted by Todd Gotlieb in Blog

by Michael Bronstine Several months ago, an accountant from one of the larger downtown firms in Toronto introduced me to Stephen, a very wealthy individual who had some unique concerns regarding his legacy and charitable giving. Stephen was wishing to make a substantial gift to…

TAX Q&A: USING CORPORATE-OWNED LIFE INSURANCE TO ACCUMULATE WEALTH

Posted by Todd Gotlieb in Blog

July 04, 2020 BDO Tax Consultants Corporate-owned life insurance can provide many benefits for business owners. In our “How corporate-owned life insurance can boost your liquidity” article, we discussed the role life insurance can play in managing business risk and tax costs in the event…

Experts weigh in on where Freeland will lead tax policy

Posted by Todd Gotlieb in Blog

The new finance minister has demonstrated her competence in various roles By: Rudy Mezzetta August 18, 2020 Wealth management insiders say they are hopeful new Finance Minister Chrystia Freeland will provide Canadians with greater clarity about the direction of the Liberals’ fiscal and tax policy as the government steers its…

Are clients ready for what is next?

Posted by Todd Gotlieb in Blog

How you can help clients be better prepared for the unexpected By: Susan Silma  July 15, 2020 The Boy Scouts’ motto is “be prepared.” But who among us was truly prepared for everything we have experienced so far in 2020? Roller coaster markets have been paired…

Do you really have a financial plan?

Posted by Todd Gotlieb in Blog

by Michael Bronstine,  GBK Strategic Financial Partners 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…

A tax strategy about nothing

Posted by Todd Gotlieb in Blog

What Seinfeld can teach us about the value of staying the course By: Doug Carroll July 2, 2020 Arthritis affects the area cheap levitra of the joint that causes joint pain, deformed joints, and reduced joint movement capabilities. This can be beneficial in that feeling the…