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?• …
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.
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)
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)
Kurt commented on an article in The Globe and Mail on “Investing in A Home”. Kurt provides guidelines on buying and talks about his biggest fear in Canadian real estate in the next few years. (Article no Longer Available)
By signing up to receive Kurt’s enewsletter you give explicit permission for Kurt or Kurt’s staff to email you to deliver this enewsletter.
Should you wish to discontinue receiving emails from our office, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded; it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on our commitment to privacy and responsible use of information, please see our Privacy Policy page.
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 |
