The Globe and Mail: Financial Facelift February 2010
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)
Guest Speaker: RRSP Planning and on Strategic Wealth Planning for Affluent Canadians
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.
The Globe and Mail: Interview Report on RRSPs
The Globe and Mail’s “Report on RRSPs” special edition interviewed Kurt about why more Canadians don’t take advantage of their employer’s pension plans and the problems with so many employer pension plans. The article was called “Free Money? Nah, I’m Good” written by Paul Brent.
Toronto Star: Reshaping your finances
Toronto Star Newspaper article “Reshaping Your Finances” interviewed Kurt for comments on key financial planning resolutions for 2010.
Chartered Accountants Ontario, Manitoba: 3 Courses October – December 2009
Kurt taught three courses (What is Wealth Management Course, How to Build a Financial Plan Course and How to Build an Investment Portfolio Course) for Chartered Accountants across Ontario and Manitoba, with full day seminars in the following cities: Markham, Toronto, Barrie, Waterloo, Kitchener, London, Mississauga and Winnipeg. Kurt continues to be a qualified instructor …
Chartered Accountants Ontario, Manitoba: 3 Courses October – December 2009 Read More »
The Globe and Mail: Financial Facelift December 2009
Kurt was profiled in The Globe and Mail national newspaper where he provided financial planning advice to Canadians who had submitted information to the newspaper as part of their weekly “Financial Facelift” series. In 2009, Kurt was asked to comment in the national newspapers, radio or television ten times on matters of investment planning, retirement …
The Globe and Mail: Financial Facelift December 2009 Read More »
