Q3 2024: Strong performance, lingering questions Kurt Rosentreter, CPA, CA, CFP, CLU, CIMA, TEP, FMA, CIMSenior Financial Advisor & Portfolio Manager, Manulife Wealth Inc.President & Life Insurance Advisor, Upper Canada Capital Inc. Global markets performed well in the third quarter of 2024, continuing their positive trend this year. This was influenced by factors such as …
By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, CIMA, FCSI, CIM What is an RESP? RESPs or registered educational savings plans are the “go to” savings account products for parents of kids in Canada who have goals of their child pursuing post-secondary education after high school. An RESP is a registered investment account that you …
By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, CIMA, FCSI, CIM What is a RRIF? A RRIF or registered retirement income fund is an investment account held at a bank, brokerage or other financial institution. The account consists of money deposits that you made into an RRSP investment account or locked in RRSP investment account …
Kurt was featured in a recent article on Common Cents Investing answering some questions about financial advice, the financial service industry, and interest rates. (Link no longer available)
Kurt was featured in a recent Globe and Mail article discussing Canadian parent’s role in paying for their children’s post-secondary education costs. Read the full article here: https://www.theglobeandmail.com/investing/personal-finance/young-money/article-should-parents-be-paying-for-their-childs-postsecondary-education/
I Won Another Client from a Robo-Advisory Firm. If you follow the financial press in Canada and elsewhere, you have heard that robot- advisory is positioned as the future of financial advice and a better way for consumers to invest their savings. It consists of investment firms using technology to manage investment portfolios, offering some …
How to Kill a Robo-Advisor | Why People are Coming back to Personal Financial Advisors Read More »
We spend a lifetime having dreams, interacting with family, accumulating assets, living with risk, and then we die. This article ties everything together to create a common-sense, low cost, no-fighting and income tax minimized estate plan. Let me talk to you about twenty-five years of helping people take care of the people and causes they …
Intergenerational Wealth Planning in Canada the RIGHT Way [Step-By-Step Guide] Read More »
Many of us think about life insurance as a product we buy when we have a mortgage or dependents and the insurance payment would provide money during times of catastrophic loss of the person insured. Life insurance protects our loved ones. But were you aware that another form of life insurance called “permanent life insurance” …
Is Permanent Life Insurance a Good Investment? How it can be a Powerful Tax Shelter Read More »
“The aspect of work longer, save more, only goes so far”. I was featured in the recent Globe and Mail article discussing homeownership for Millennials, give it a read and let me know your thoughts. https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-is-the-home-ownership-dream-dead-for-millennials/
In the Kingdom of the Crystal Skull, Indiana Jones had to figure out which stones in a pathway to step on to reach his goal and to avoid falling to his death. Avoiding financial mistakes as a dentist involves making similar judgment calls over a career of 30 years. From my vantage point as a …
The 10 Financial Mistakes Most Dentists Make And How To AVOID Them Read More »
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