May 2021 Newsletter from Kurt and Team
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, FCSI, CIMA, CIM, FMA, TEP From the desk of Frank Valicek, CFP, CIM From the desk of Jordan Campbell, CFA From the desk of Mathew Cain, CIM From the desk of Gerdi Lito, CFA From the desk of Monika Kucinskaite, M.Com From the desk of …
Following the 70-per-cent income rule could mess up your retirement plans
Kurt was interviewed in The Globe & Mail to talk about how excessive investment in your principal residence may affect your ability to retire with the cash flow you wish to have. Read more. https://kurtismycfo.com/wp-content/uploads/2021/05/The_Globe_and_Mail_Ontario_Edition2021-05-06_page24.pdf
March 2021 Newsletter from Kurt and Team
From the Desk of Kurt Rosentreter Calculating capital gains for US stocksby Jordan Campbell Taxation of cryptocurrenciesby Mathew Cain RESP withdrawals and taxationby Gerdi Lito Over-contributed to your RRSP?by Monika Kucinskaite Personal Tax Returns – Filing, Payment Deadlines & Penaltiesby Jeton Spahiu High-interest savingsby Frank Valicek History of the Canada Revenue Agencyby Laura Collins From …
February 2021 Rosentreter Team Newsletter
Hello!Kurt, Mathew, Jordan, Gerdi, Monika, Frank, Jeton and Laura are back to share RRSP season tips and more in our second team newsletter of the year. Click on the following links to read the stories you prefer in our new, simplified team newsletter format! Tired of GICs at Low Rates? Read about “Fixed Income Choices” …
The 2021 Economic Forum Presented by the Top Canadian Economists
By: Kurt Rosentreter & Mathew Cain Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their financial predictions for the year ahead. We had the pleasure of sitting in this forum again in early January 2021 alongside hundreds of money managers, bankers, advisors, economists, and others. …
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Navigating Financial Waters in 2021 and Beyond
By Kurt Rosentreter, CPA, CA, CFP, CLU, CIMA, TEP, FMA, CIM, FCSI 2020 and the Impact of a Pandemic on our Finances Before the pandemic, e-commerce, home delivery and ordering online were growing at a steady pace. Global lockdowns accelerated these trends and businesses will need to adapt or die. We may be seeing the …
Financial Strategies for 2021 from Kurt and Team
Happy New Year! Here’s hoping 2021 sees a return to many of the activities we hold near and dear to our heart. To get the year kicked off on the right financial foot, the team and I are here with some financial tips to think about in the first quarter of 2021. • Top Five …
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