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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:


  • Why flow-through shares are an efficient way to make donations.
  • Who should consider donating using a flow-through strategy?
  • An example of a flow-through donation.
  • The tax benefits of flow-through strategies.
  • The best time to donate.
  • The benefits for companies issuing flow-through shares.



Norm Brownstein’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families:


  • We all want to pay the amount of tax that we are supposed to pay and we often pay more, but we don't need to pay the maximum.



Connect with Norm Brownstein:






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Get Ready for Fun Networking & Fundraising!


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.


The FORE-Play for Charity event features fun ways to network with other Ottawa-based business leaders such as Open Mic, Cocktail Hour, the Red Carpet event, and a unique Makeup and Beauty Bar as well as a Gala Dinner.


So if you’re ready to lace up your golf shoes and tee off to support The Royal Ottawa Foundation for Mental Health, visit to register today - or, become a sponsor to show the community you’re serious about mental health.


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Registration opens on April 1, 2019


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