The Globe and Mail: Financial Facelift July 2010
Kurt was profiled in The Globe and Mail’s “Financial Facelift” story. Kurt provided advice to a young investor on how to design a portfolio. (Link no longer available)
Kurt was profiled in The Globe and Mail’s “Financial Facelift” story. Kurt provided advice to a young investor on how to design a portfolio. (Link no longer available)
Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio” and “Wealth Management in Canada” to Chartered Accountants on behalf of the CA Institute of Ontario. Kurt is teaching a full day course on “How to Build a Financial Plan” to Certified General Accountants on behalf …
CA Course: How to Build a Financial Plan May – June 2010 Read More »
Kurt was profiled in The Globe and Mail’s “Financial Facelift” column on June 27, 2010. Kurt provided assistance with goal planning and prioritizing financial priorities to a young university graduate. (Link no longer available)
Kurt was profiled in The Globe and Mail national newspaper as part of the “Financial Facelift” series. In this edition, a couple with careers in the military were pondering next steps with respect to careers, real estate, retirement planning and family planning. Kurt was called upon to provide guidance to them. Click here for full …
The Globe and Mail: Financial Facelift April 2010 Read More »
Kurt was profiled in The Globe and Mail national newspaper as part of the “Financial Facelift” series. In this edition, a couple from eastern Canadian was looking for guidance with retirement planning and Kurt was called upon as the financial planning expert to provide strategies and recommendations. (Link no longer available)
Kurt was asked to be a guest speaker at the Canadian Investment Show at the Royal York Hotel in Toronto. Kurt presented two 45 minute educational seminars on RRSP Planning and on Strategic Wealth Planning for Affluent Canadians.