Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

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Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

Tue May 13 19:14:00 GMT 2025 | Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

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Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

Tue May 13 19:14:00 GMT 2025 | Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

Read more
A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

The exit window is open

Mon Feb 10 11:00:00 GMT 2025 | Bruce Gelfand

Closely-held business owners should be thinking about this now, even if they are not ready to exit. Planning is crucial to get maximum value at the right moment when the window is open. And that planning has to take place across multiple fronts...

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A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

The exit window is open

Mon Feb 10 11:00:00 GMT 2025 | Bruce Gelfand

Closely-held business owners should be thinking about this now, even if they are not ready to exit. Planning is crucial to get maximum value at the right moment when the window is open. And that planning has to take place across multiple fronts...

Read more
A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

Retirement plans: Creating a sponsor friendly, appreciated benefit

Mon Oct 28 12:00:00 GMT 2024 | Bruce Gelfand

With retirement plans, you want to ensure your plan is targeting the most important groups, including yourself.

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A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

Retirement plans: Creating a sponsor friendly, appreciated benefit

Mon Oct 28 12:00:00 GMT 2024 | Bruce Gelfand

With retirement plans, you want to ensure your plan is targeting the most important groups, including yourself.

Read more
mature business owner looking at ipad

Exploring the psychology of charitable giving: Three mental barriers that hold donors back

 Dec 20, 2024 |RBC Wealth Management

Despite generational differences, the obstacles donors face around giving are largely the same.

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Woman writing Christmas cards

Want to make financial gifts to family or charity? Here’s how

 Dec 05, 2024 |RBC Wealth Management

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.

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Laptop keyboard with technology symbols

AI through an ESG lens

 Dec 04, 2024 |RBC Wealth Management

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

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