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Gluskin Sheff announces expanded offerings to customers with new insurance solutions, The Canadian Business Journal

TORONTO, Oct. 3, 2022 (GLOBE NEWSWIRE) — Gluskin Sheff + Associates Inc. (“Gluskin Sheff”), the private wealth management platform of Onex Corporation (“Onex”) (TSX: ONEX), today announced Zak Goldman Jonah Mails and Brett Okolofsky are Gruskin Chef Financial Services from Sterling Park Financial Group (“Sterling Park”), a leading Canadian insurance advisory firm with tax and property planning expertise.・Joined Inc. (“GSFS”).

Gluskin Sheff’s customers now have direct access to customized insurance solutions to meet their individual needs through GSFS, a subsidiary of Gluskin Sheff.

“At Gluskin Sheff, we strive to provide our clients with superior service, advice and solutions. It allows us to achieve our financial goals in a timely manner,” said Dave Kelly, Head of Gluskin Sheff. “We are excited to bring this important part of wealth planning in-house. It is intended not only to prepare and protect the

Specializing in creating highly innovative and comprehensive solutions for both families and business owners, GSFS offers its high net worth and ultra high net worth clients to address common issues affecting families and families. We offer custom strategies tailored to provide additional wealth solutions for Businesses including:

  • Tax saving measures
  • liquidity solution
  • Intergenerational transfer of wealth plans
  • Strategic philanthropic solutions and charitable giving

Jonah Mails, Vice President, Insurance and Real Estate Planning Specialist, Gluskin Sheff Financial Services Inc. Professionals are committed to working with clients to ensure they are prepared for all events in life. Moreover, not only do we understand the importance of integrating solutions that optimize financial results, but our values ​​and approach to serving our clients align very closely with our own. I am excited to join the organization. ”

Insurance specialists participating in GSFS have been working together since January 2018 and previously partnered with Gluskin Sheff to provide a range of customized insurance solutions. The team has extensive tax and real estate planning expertise, strong relationships with industry accountants, attorneys and other professionals, and potential new opportunities to expand the client experience for both existing and prospective investors. bring opportunity.

About Chef Gruskin:

Since 1984, Gluskin Sheff has served the private wealth needs of high net worth individuals, families and institutions in Canada and the United States through our unwavering attention to client service combined with our unique investment solutions including private credit, private and public equity and fixed income. I have responded to & Credits alternative. Toronto-based Gluskin Sheff manages approximately $8 billion in assets (as of June 30, 2022) and was acquired by Onex in 2019. For more information about Gluskin Sheff, please visit www.gluskinsheff.com.


This press release may contain, without limitation, statements regarding possible or anticipated future operations, performance or results, which constitute forward-looking statements. Forward-looking statements are not guarantees. These statements involve significant and varied risks and uncertainties that could cause actual operations, performance or results to differ materially from those indicated herein, and we therefore Do not place reliance on Except as required by applicable Canadian regulatory requirements, neither Onex nor Gluskin Sheff may make forward-looking statements contained herein if the material facts change as a result of new information, future events or other factors. does not undertake any obligation to update These cautionary statements specifically qualify all forward-looking statements in this press release.

For more information:

Leah Commisso, Director of Corporate Communications

Phone: 437-533-4457

Email: [email protected]

CBJ Newsmaker

Gluskin Sheff announces expanded offerings to customers with new insurance solutions, The Canadian Business Journal

Source link Gluskin Sheff announces expanded offerings to customers with new insurance solutions, The Canadian Business Journal

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