Kurt was interviewed by The Globe and Mail on the day that Federal Government announced an increase to the annual Tax Free Savings Account limit. Click here to read the interview with Kurt.
November 19, 2012, Kurt was featured in a Globe and Mail article about goals and financial planning during Canada’s Financial Planning Week. Click here to read the full article.
November 15, 2012 Kurt was interviewed by Mike Eppel of 680 News Talk Radio in Toronto. Click here to listen to Kurt speak about financial planning for children.
Kurt was interviewed about how to teach children good money habits at a young age. Read the full article here.
Kurt was featured as the financial expert in the latest case study for the Toronto Star’s Moneyville business section. In this article, Kurt advises a young professional couple how to start a financial plan, focus their goals, get out of debt and more. Some tough medicine that a many young Canadians will relate to. Click …
The Star: Big ambitions need savings plan to match Read More »
Kurt was featured as the expert planner in The Globe and Mail’s “Financial Facelift” column. In this article, Kurt provides advice to a single woman in her 60’s about how to structure retirement with the assets she has. (Article no longer available)
Kurt was interviewed by the Canadian Press for an article discussing student debt and how best to finance an education. The comments were picked up by several of Canada’s largest newspapers. Read the full article here.
Kurt was a featured guest speaker at “PD Day” for more than 140 Chartered Accountants in Vancouver. Kurt was asked to speak at this function by the BC Institute of Chartered Accountants.
Kurt taught a course on “How to Build a Financial Plan” to a group of Chartered Accountants in Burlington, Ontario. Kurt was asked to speak by the Ontario Chartered Accountant Institute.
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Certified Financial Planner professional, Canada
A Certified Financial Planner professional that assists with all aspects of your financial affairs. Toronto Based.
2848 Bloor Street West, Etobicoke, Ontario
M8X 1A9 Canada
+1 416-628-5761 ext. 0
Monday | 8:30am–5:30pm |
Tuesday | 8:30am–5:30pm |
Wednesday | 8:30am–5:30pm |
Thursday | 8:30am–5:30pm |
Friday | 8:30am–5:30pm |
Saturday | CLOSED |
Sunday | CLOSED |
