Kurt Rosentreter

Kurt was recently featured in a talk show interview on the SiriusXM Radio Canada Talks show ‘Moolala: Money Made Simple’ with Bruce Sellery. Bruce and Kurt had a conversation about financial considerations to think about before and after a new baby arrives. Listen here:

Kurt wrote an article for Chartered Professional Accountants British Columbia (CPABC) on the need for goal-based financial planning. The article takes a detailed look into the two most common goals when planning one’s finances: using a RESP for children’s education, and retirement savings. Read more: https://www.bccpa.ca/news-events/latest-news/2022/april/building-an-investment-portfolio-to-match-life-goals/

Kurt was interviewed by The Globe & Mail on the growing amount of financial advice on social media. The article discusses how an increasing amount of youth are attracted to this type of content, and the dangers of going to unregulated media platforms or unlicensed influencers for detailed advice. He goes on to discuss potential …

The rise of ‘finfluencers’ – how social media affects financial planning Read More »

Kurt was interviewed in The Globe & Mail regarding large cash balances being held during the pandemic, and the opportunity cost of sitting on cash. Read more:

Kurt was interviewed in The Globe & Mail regarding tax and financial planning considerations while splitting real estate assets in divorce. https://www.theglobeandmail.com/real-estate/article-real-estate-divorce-make-a-toxic-mix/

Kurt was interviewed in The Globe & Mail to talk about the ‘gig economy’ and how variable income individuals can reduce tax mistakes through comprehensive planning. https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-how-advisors-can-help-gig-economy-workers-avoid-costly-missteps-this/