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 of personal finance for Chartered Accountant Institutes in Canada.
2025 Economic Outlook Newsletter
2023, 2024, Markets, Economists and MoreFrom the desk of Kurt Rosentreter, CPA, CA, CFP January 9th 2025 Economic Outlook Meeting I attended