Yahoo Finance: Lead by example when teaching teens about money
Kurt was interviewed about how to teach children good money habits at a young age. Read the full article here.
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.
Kurt spoke to two groups of Chartered Accountants on two topics: “Wealth Management Strategies for Affluent Canadians” and “Building Your Own Retirement with Annuities”. Kurt was requested to speak to these two groups by the Ontario Chartered Accountant Institute.
Kurt was a feature presenter at the Toronto Entrepreneur Show at the Living Arts Centre in Mississauga. Kurt presented for an hour on “50 Strategies in 50 Minutes” that an entrepreneur must know.
Investment ProductsDescribe your process for selecting securities to purchase for my portfolio?• What qualitative factors do you consider?• What quantitative factors do you consider?• What are your “buy side” criteria?• What are your “sell side” criteria?• Who does your product research? What are their credentials?• How often do you review the products for continued quality?• …