The Globe and Mail: Financial Facelift October 2010
Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday October 2nd, 2010. In this article, Kurt provided advice on how to retire in the country. (Link no longer available)
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)
CA Course: How to Build a Financial Plan May – June 2010
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 …
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The Globe and Mail: Financial Facelift June 2010
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)
The Globe and Mail: Financial Facelift April 2010
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 …
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