Building an investment portfolio to match life goals

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:


More to explore

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

Q2 2023 Tax Planning Tips

Tax Tidbits… Some Quick Points to Consider Budget 2023: Top Five Items for Owner-Managers Budget 2023 (A Made-in-Canada Plan: Strong Middle Class,

Kurt Rosentreter
Scroll to Top