The Globe and Mail: Personal CFO Interview
Kurt was asked to serve as the financial expert a feature in The Globe and Mail called “ask an expert” where Canadian small business owners can email financial questions about starting and managing a business and Kurt will provide the answers. Kurt also wrote an article that was published in The Globe and Mail discussing …
CA Magazine Interview: Family Financial Planning 2011
Kurt was interviewed by CA Magazine, the national monthly publication for Chartered Accountants in Canada, and asked to provide his opinions on family financial planning. (Article no longer available)
The Globe and Mail: Take Action Now
Kurt was interviewed as part of 2011 National Financial Planning Week. The article was published in The Globe and Mail. You can read the article here.
The Globe and Mail: Financial Facelift Interview October 2011
Kurt was featured as the expert personal financial planner in The Globe and Mail “Financial Facelift” column by Dianne Maley. In this edition, Kurt provided advice to a young single lady in Vancouver who was struggling to know how to make it financially as she lives alone in an expensive city. Read the entire case …
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The Globe and Mail: Financial Facelift July 2011
Kurt was featured as the expert personal financial planner in The Globe and Mail “Financial Facelift” column by Dianne Maley. In this edition, Kurt provided advice to a couple nearing retirement and seeking direction on how to invest, whether they have enough money to retire and their levels of life insurance. Read the entire case …
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Course: Chartered Accountant Institute of BC July 2011
Kurt was invited by the Chartered Accountant Institute of BC to teach four days of courses on retirement planning, investing, estate planning, insurance, taxes, children’s savings, debt and real estate planning to Chartered Accountants from across BC. Kurt taught three courses on investing, how to create a financial plan and affluent investing and wealth management …
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Ontario Dentist Magazine: Divorce Planning for Dentists
Kurt was asked to write an article on “Divorce Planning for Dentists” and published in the Ontario Dentist Magazine, the provincial publication for dentists in Ontario. Read the article here.