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 …
The Globe and Mail: Financial Facelift Interview October 2011 Read More »
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.
Morningstar: Another day older and deeper in debt
Kurt was interviewed for a national personal finance article from Morningstar, asked to give his opinion on whether Canadians carry too much debt. Read the entire article here.
National Post: Condo Buyers look to Asians for Returns
Kurt was featured in an article written by Garry Marr for the The National Post. The article titled “Condo Buyers look to Asians for Returns” interviewed Kurt for his opinion on condominiums to live in and for investment. Kurt criticized condos as unstable investments that should be avoided. (Article no longer available)
Toronto Dental Implant Study Club: Guest Speaker 2011
Kurt was asked to be the guest speaker at the Toronto Dental Implant Study Club, an association of dentists and dental specialists from across Toronto. Kurt spoke for an hour on 65 different financial issues that medical professionals struggle with and provided answers on how to deal with each one.
The Globe and Mail: Financial Facelift March 2011
Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday March 25, 2011. In this article, Kurt provides guidance to a young, single professional in Toronto about how much money to spend on a first home. (Article no longer available)
