Kurt wrote an article for Chartered Professional Accountants British Columbia (CPABC) on the need for goal-based financial planning. The article takes a detailed look into the two most common goals when planning one’s finances: using a RESP for children’s education, and retirement savings. Read more: https://www.bccpa.ca/news-events/latest-news/2022/april/building-an-investment-portfolio-to-match-life-goals/
August 2023 Team Newsletter
August Grab Bag of Tips Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities IncorporatedPresident and Life