Day: May 3, 2022

Building an investment portfolio to match life goals

Kurt wrote an article for Chartered Professional Accountants British Columbia (CPABC) on the need for goal-based financial planning. The article takes a detailed look into the two most common goals when planning one’s finances: using a RESP for children’s education, and retirement savings. Read more: https://www.bccpa.ca/news-events/latest-news/2022/april/building-an-investment-portfolio-to-match-life-goals/

The rise of ‘finfluencers’ – how social media affects financial planning

Kurt was interviewed by The Globe & Mail on the growing amount of financial advice on social media. The article discusses how an increasing amount of youth are attracted to this type of content, and the dangers of going to unregulated media platforms or unlicensed influencers for detailed advice. He goes on to discuss potential …

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