Kurt was profiled in The Globe and Mail national newspaper where he provided financial planning advice to Canadians who had submitted information to the newspaper as part of their weekly “Financial Facelift” series.
In 2009, Kurt was asked to comment in the national newspapers, radio or television ten times on matters of investment planning, retirement planning, insurance, tax planning, cash flow management and estate planning.
In this Issue Navigating Uncertainty: Fundamentals and Diversification From the Desk of Patricia Arsenault, CIM®• Financial Advisor Associate, Manulife Wealth Inc. Fundamentals
Tax Tidbits Some quick points to consider… Importance of Strong Internal Accounting: Gross Negligence Penalties A January 6, 2026 Tax Court of
Navigating 2026 Market Conditions What Happened This Quarter & What is Ahead By Gerdi Lito, CFA, Portfolio Manager, Manulife Wealth Inc. As
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Certified Financial Planner professional, Canada
A Certified Financial Planner professional that assists with all aspects of your financial affairs. Toronto Based.
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