Kurt was invited by the Chartered Accountant Institute of BC to teach four days of courses on retirement planning, investing, estate planning, insurance, taxes, children’s savings, debt and real estate planning to Chartered Accountants from across BC.
Kurt taught three courses on investing, how to create a financial plan and affluent investing and wealth management in Canada to Chartered Accountant members of the Ontario CA 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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A Certified Financial Planner professional that assists with all aspects of your financial affairs. Toronto Based.
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