Kurt was featured in a recent Globe and Mail article discussing Canadian parent’s role in paying for their children’s post-secondary education costs. Read the full article here: https://www.theglobeandmail.com/investing/personal-finance/young-money/article-should-parents-be-paying-for-their-childs-postsecondary-education/
I Won Another Client from a Robo-Advisory Firm. If you follow the financial press in Canada and elsewhere, you have heard that robot- advisory is positioned as the future of financial advice and a better way for consumers to invest their savings. It consists of investment firms using technology to manage investment portfolios, offering some …
How to Kill a Robo-Advisor | Why People are Coming back to Personal Financial Advisors Read More »
We spend a lifetime having dreams, interacting with family, accumulating assets, living with risk, and then we die. This article ties everything together to create a common-sense, low cost, no-fighting and income tax minimized estate plan. Let me talk to you about twenty-five years of helping people take care of the people and causes they …
Intergenerational Wealth Planning in Canada the RIGHT Way [Step-By-Step Guide] Read More »
Many of us think about life insurance as a product we buy when we have a mortgage or dependents and the insurance payment would provide money during times of catastrophic loss of the person insured. Life insurance protects our loved ones. But were you aware that another form of life insurance called “permanent life insurance” …
Is Permanent Life Insurance a Good Investment? How it can be a Powerful Tax Shelter Read More »
“The aspect of work longer, save more, only goes so far”. I was featured in the recent Globe and Mail article discussing homeownership for Millennials, give it a read and let me know your thoughts. https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-is-the-home-ownership-dream-dead-for-millennials/
In the Kingdom of the Crystal Skull, Indiana Jones had to figure out which stones in a pathway to step on to reach his goal and to avoid falling to his death. Avoiding financial mistakes as a dentist involves making similar judgment calls over a career of 30 years. From my vantage point as a …
The 10 Financial Mistakes Most Dentists Make And How To AVOID Them Read More »
Although everyone has financial goals, not everyone can reach theirs. We must take an integrated approach to managing the different components of our finances in order to reach our financial goals and produce the best results. Join Liz West and Kurt Rosentreter as they discuss how to prioritize financial goals to ease decision making.
When it comes to financial planning for your children, we want to do things the right way. To take care of our children financially when they are young and dependent, guide them as young adults, and transfer our wealth to them when we die in old age and they often have children of their own. …
Financial Planning for Your Children | At Any Stage of Life Read More »
Big Spending and Lack of Focus on Financial Goals Catch up with Us Around Middle Age Here is the picture: A couple sits up in bed on a Sunday morning and looks at each other – they are both age 50. “Honey, Mike down the street told me last week he is retiring this year. …
Your Ugly Financial Reality at Age 50 – Retirement Strategy for Canadians Read More »
Thirty years ago, retirement planning was easy – you worked until 58, and when your pension kicked in, you faded into the sunset. Today, pensions are gone, 60-year-olds still have mortgages, kids live at home as parents retire and many people feel that they won’t ever have enough saved to retire at all. Join Liz …
Personal Investment Strategies | How Much Do I Need to Retire? (Podcast) Read More »
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Certified Financial Planner professional, Canada
A Certified Financial Planner professional that assists with all aspects of your financial affairs. Toronto Based.
2848 Bloor Street West, Etobicoke, Ontario
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