Aug 13, 2019
Norm Brownstein is the director of sales at Oberon Capital, where he manages the distribution activities of the firm’s charity and investment products. He previously worked for another flow-through share donation provider, where he was responsible for the education of major gift donors. Norm has a financial career spanning more than 20 years and is the treasurer of the parent council of his children’s school. He has an MBA in finance from the Schulich School of Business, York University and a Bachelor of Engineering Physics from the Royal Military College of Canada.
Norm joins me today to share how flow-through strategies are an efficient way to donate. He describes the criteria for people who wish to donate using a flow-through strategy and reveals how flow-through shares work. Norm shares the best time to donate as well as the tax benefits on offers. He also explains how the share-issuing companies benefit from flow-through share schemes.
“Anyone who is making CAD 300,000 a year and above should consider this because it will reduce your tax bill and leave you with more dollars in your pocket to do the things you love.” - Norm Brownstein
Today on I’m A Millionaire...So, Now What:
Norm Brownstein’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families:
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Kick off your high-heels ladies, lace up your golf shoes, and get ready for an exciting, fun way to network with your business peers while raising money for a worthy cause. Join me, Colleen O’Connell-Campbell and Shelley True on September 5, 2019 for the all-women’s golf tournament, FORE-Play for Charity - the annual event supporting The Royal Ottawa Foundation for Mental Health.
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