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.
From the Desk of Kurt Rosentreter, CPA, CAPortfolio Manager & Senior Financial Advisor, Manulife Securities IncorporatedKurt.Rosentreter@Manulifesecurities.ca 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 …
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 …
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.
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, FCSI, CIMAPortfolio Manager & Senior Financial Advisor, Manulife Securities Incorporated Kurt.Rosentreter@manulifesecurities.ca And Mathew Cain, CIMAssociate Portfolio Manager, Manulife Securities IncorporatedMathew.Cain@manulifesecurities.ca 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 …
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 …
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, …
Kurt recently commented on a piece by The Globe and Mail about financial literacy, and how to engage kids. Read more: https://www.theglobeandmail.com/investing/globe-advisor/advisor-practice/article-why-financial-literacy-needs-to-be-tied-to-kids-real-lives-to-sink-in/
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