PD Day Vancouver 2012: Guest Speaker
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.
Course: How to Build a Financial Plan 2012
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.
Ontario Chartered Accountant Institute: Wealth Management Strategies for Affluent Canadians
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.
Toronto Entrepreneur Show 2012: 50 Strategies in 50 Minutes
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.
Questions for Potential Investment Advisors
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?• …
Advisor Impact Interview 2012
Kurt was interviewed by Dan Richards of Advisor Impact to learn about the critical success factors in maintaining a financial advisory practice and assisting clients. The video is distributed to thousands of financial advisors across Canada.
The Globe and Mail: How the average Canadian 30 year old needs to save
Kurt was interviewed by Rob Carrick of The Globe and Mail. The topic of the day was how the average Canadian 30 year old is screwed and may struggle to get ahead financially. (Video is no longer available)
The Globe and Mail: Vacation Spend in Proportion to Income
Kurt was interviewed in The Globe and Mail to discuss how much money people should spend on vacations in proportion to their income. (Article no longer available)
