Kurt spoke to two groups of Chartered Accountants on two topics: “Wealth Management Strategies for Affluent Canadians” and “Building Your Own Retirement with Annuities”. Kurt was requested to speak to these two groups by the Ontario Chartered Accountant Institute.
Tax Tidbits Some quick points to consider… Real Estate: Change in Use? A May 29, 2026 Tax Court of Canada case reviewed
In This Issue The “Gap-Years”: Maximizing RRSP Withdrawals While Your Income Is Low From the Desk of Evan Campbell, BAS (Hons)• Financial
By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIM, FCSISenior Financial Advisor & Portfolio Manager | Manulife Wealth Inc. By Gerdi
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