Kurt was profiled in The Globe and Mail national newspaper as part of the “Financial Facelift” series. In this edition, a couple with careers in the military were pondering next steps with respect to careers, real estate, retirement planning and family planning. Kurt was called upon to provide guidance to them. Click here for full …
The Globe and Mail: Financial Facelift April 2010 Read More »
Kurt was profiled in The Globe and Mail national newspaper as part of the “Financial Facelift” series. In this edition, a couple from eastern Canadian was looking for guidance with retirement planning and Kurt was called upon as the financial planning expert to provide strategies and recommendations. (Link no longer available)
Kurt was asked to be a guest speaker at the Canadian Investment Show at the Royal York Hotel in Toronto. Kurt presented two 45 minute educational seminars on RRSP Planning and on Strategic Wealth Planning for Affluent Canadians.
The Globe and Mail’s “Report on RRSPs” special edition interviewed Kurt about why more Canadians don’t take advantage of their employer’s pension plans and the problems with so many employer pension plans. The article was called “Free Money? Nah, I’m Good” written by Paul Brent.
Toronto Star Newspaper article “Reshaping Your Finances” interviewed Kurt for comments on key financial planning resolutions for 2010.
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 »
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 »
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.
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..
Kurt was the featured speaker at a downtown Toronto function hosted by one of the world’s largest mining companies. Kurt spoke for 90 minutes on sensible financial strategies for troubled times, providing guidance on money management in the face of job loss, falling stock markets and falling home values.
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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 |
