Kurt was interviewed by CTV to discuss the need for university and college students to keep a budget and manage their finances during these expensive education years of their life. Watch the interview here.
Read Kurt’s article in the Financial Post on the topic, “Replace mutual funds with ETFs to build a better investment portfolio.” Read the full article.
Kurt gave a key note speech to almost 200 accountants at the provincial continuing education day for the CPA Association of BC. Kurt spoke for ninety minutes on why financial freedom for white collar Canadians may be so far off – and what to do about it. See below a photo of the event.
Kurt presented several courses (including Investing in Stocks, ETFs and Mutual funds and Designing Retirement Income) for attendees at the CPA Association of BC in Vancouver. Kurt is the key note speaker at the CPA Association in Vancouver. Kurt’s speech called “Help, financial freedom feels a long way off” was presented in front of almost …
CPA Association in Vancouver Key Note Speaking 2015 Read More »
Kurt was asked to be the financial expert for the Financial Facelift column in The Globe And Mail newspaper. Kurt commented on the finances of a couple living in the country and their ability to afford retirement. (Post is no longer available)
Kurt was asked to speak about designing a personal investment portfolio and how to create a retirement income in Ottawa. He addressed an audience of Chartered Professional Accountants.
Kurt was one of two expert speakers on practice management at the ETF Association of Canada’s national conference. Kurt told approximately one hundred and fifty financial advisors how to design a financial advisory practice and advocated for transparent, value priced fees. Kurt debated with a professional investment counsellor about how to structure a wealth management …
ETF Association of Canada’s national conference: Practice Management 2015 Read More »
Kurt was interviewed about the cost of living in retirement. See his comments here.
By signing up to receive Kurt’s enewsletter you give explicit permission for Kurt or Kurt’s staff to email you to deliver this enewsletter.
Should you wish to discontinue receiving emails from our office, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded; it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on our commitment to privacy and responsible use of information, please see our Privacy Policy page.
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
M8X 1A9 Canada
+1 416-628-5761 ext. 0
Monday | 8:30am–5:30pm |
Tuesday | 8:30am–5:30pm |
Wednesday | 8:30am–5:30pm |
Thursday | 8:30am–5:30pm |
Friday | 8:30am–5:30pm |
Saturday | CLOSED |
Sunday | CLOSED |
