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 »
CityTV Interview: Tax Planning
Kurt was a guest on City TV in Toronto, Toronto’s most popular breakfast television channel. Kurt was interviewed about tax planning and why it is bad to get a tax refund after filing your tax return.
Guest Presenter: Toronto Beaches Moment Group
Kurt presented gave a one hour talk to the Toronto Beaches Moment group, a group of stay-at-home mom’s on maternity leave. The talk covered cash flow management, tax planning, RESPs, getting a Will prepared, life insurance and deal with the mortgage..
