Have you ever considered?

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 and assess the numerous financial opportunities available. A wealth consultant works with a team of best-in-field professionals to oversee and manage the best investment strategy that fits the clients risk profile and goals.

A wealth consultant provides unbiased advice and objectivity and is a valuable resource with a mission of helping clients pursue and achieve their financial dreams while overseeing the integration and coordination of both the client’s existing team of professionals with those of the wealth consultant.

Do you need a Wealth Consultant?

Most successful businessmen and professionals have covered the basics of financial planning. You likely have a will, an RRSP and purchased life insurance at some point. Along the way various individuals sold you products, but no one person took on the role of Quarterback, leaving you with a non-integrated plan. If you desire a more “customized” financial approach, then you should consider a wealth consultant.

Below is a sample of the type of questions we typically work with:

1. Are you aware of the new rules regarding privately held shares?
2. Are you taking advantage of all the tax strategies available?
3. Are you exposed financially to any unforeseen tragedy?
4. Do your investments meet your expectation?
5. Are you clear on all the fees you pay and any future tax liabilities?
6. Do your current advisors discuss your situation amongst themselves, and proactively offer recommendations?

Please feel free to contact me to set a time to discuss your options in working with us.

Michael Bronstine

MANAGING PARTNER

225A MacPherson Ave., Suite 201

Toronto, ON., M4V 1A1

416-479-3777 bus.

416-720-2901 cell.

416-546-1111 fax.

www.gbkstrategic.com