Veterinarian Financial Planning: Our Advisory Services
Contact Kurt directly to arrange a confidential conversation about working together. Email Kurt at [email protected].
Q2 2023 Tax Planning Tips
Tax Tidbits… Some Quick Points to Consider Budget 2023: Top Five Items for Owner-Managers Budget 2023 (A Made-in-Canada Plan: Strong Middle Class, Affordable Economy, Healthy Future) was introduced in the House of Commons on March 28, 2023. The top five changes that may impact individuals and owner-managed businesses are as follows: Kurt’s Comments:If you are …
June 2023 Team Newsletter
From the Desk of Gerdi Lito, CFAAssociate Portfolio Manager, Manulife Securities [email protected] The Importance of Having an Emergency Fund Life can be unpredictable and disrupting events can have a strong impact on your finances. Healthcare bills, emergency home repairs, job loss or temporary disability may leave you needing money quickly to pay bills and maintain …
How Much Money Do You Really Need to Retire in Toronto? Here’s What to Consider
Kurt was recently interview by CTV News about retiring in Toronto and facing increased costs of living relative to other areas of the country. To view the article click HERE.
March 2023 Team Newsletter
From the Desk of Kurt Rosentreter, CPA, CAPortfolio Manager & Senior Financial Advisor, Manulife Securities [email protected] Federal Budget 2023 The 2023 budget is due this week (Tuesday afternoon) and we might finally see some of the tax increases expected the last few years: an increase to the GST rate nationally, an increase to the capital …
Q1 2023 Tax Planning Tips
Tax Tidbits… Some Quick Points to Consider Covid Benefits: Review/Audit Activity On December 6, 2022, the Auditor General of Canada released its report on COVID benefit compliance enforcement. The report reviewed a total of $210.7 billion in payments with the following breakdown among programs: The report indicated that $4.6 billion in overpayments were made to …
Why Health Care is Becoming a Growing Part of More Advisors’ Practices
Kurt commented on a piece for the Globe and Mail recently regarding health care and the role it plays in financial advisors’ practices. Click HERE to view the article.
2023 February Team Newsletter
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, FCSI, CIMAPortfolio Manager & Senior Financial Advisor, Manulife Securities Incorporated [email protected] And Mathew Cain, CIMAssociate Portfolio Manager, Manulife Securities [email protected] 2023 Market Outlook 2022 The Forgettable YearMany people in the investment marketplace and investors in general are happy to see 2022 behind us. Here is …
2022 Income Tax Season: Tips from Kurt
Hello! It’s my favourite time of the year – income tax filing season! We are closing in on the 2022 personal income tax filing deadline at May 1, 2023 (usually April 30th but it falls on a Sunday this year) and I am writing to summarize some important facts for this tax season. RRSPsYou have …
2023 Economic Outlook Breakfast Meeting
Friday, January 13, 2023 An annual January event where some of Canada’s leading chief economists share their economic predictions for 2023, at a breakfast in Toronto hosted by the Economic Club of Canada. Present this year: Beata Caranci, Chief Economist, TD BankCraig Wright, Chief Economist, RBCDouglas Porter, Chief Economist, BMO Financial GroupJean-Francois Perrault, Chief Economist, …
