A guide to money management: Who should handle your nest egg?
Kurt was interviewed for The Globe and Mail to discuss different investment types for Canadians. Read the article.
In the News
How ETFs fit into a hybrid advice model
How ETFs fit into a hybrid advice model. Experts describe how they use the funds. Kurt was asked to speak at an ETF Conference hosted to Transcontinental in downtown Toronto in October. Some of Kurt’s comments are featured in the article enclosed.
Budget like a boss in 3 easy steps
Kurt was featured in an American journal to discuss financial management for university graduates and young professionals.
A new way of knowing how your investments are doing
Kurt was recently interviewed by the Globe and Mail regarding the second phase of the new Client Relationship Model introduced by the Canadian Securities Administrators. Click here to read the full article.
Stocks are soaring. Is it time for an autumn harvest?
Kurt commented to the Globe and Mail on how to benefit from roaring stock market and discussed strategic and tactical rebalancing. Read the article.
Comprehensive Tax Planning in 2017
Kurt gave a presentation on September 27, 2017 to sixty retired individuals and couples on tax planning. Comprehensive Tax Retirement Planning Presentation
What is the ideal retirement portfolio for your 50s?
Kurt commented to The Globe and Mail on retirement and taxes. Read the full article here.
Sudden wealth – how not to blow it
The Globe and Mail interviews Kurt to talk about how to manage people who suddenly find themselves with a lot of money. Read the article.
How boomers living the high life are at risk in retirement
Kurt’s most recent e-newsletter was picked up by The Globe and Mail and Rob Carrick interviewed Kurt for some specific commentary. Read the article.
Stocks are soaring. Is it time for an autumn harvest?
Kurt commented to the Globe and Mail on how to benefit from the roaring stock market and discussed strategic and tactical rebalancing. Read the article.
