Kurt Rosentreter: eNewsletters

By Kurt Rosentreter, CPA, CA, CFP, CLU, CIMA, TEP, FMA, CIM, FCSIand Jordan Campbell, CFA 2020 and the Impact of a Pandemic on our Financial …

Happy New Year! Here’s hoping 2021 sees a return to many of the activities we hold near and dear to our heart. To get the …

It’s not the stock market you need to worry about… The 80s, 90s and 00sAs recently as 20 years ago, investors had enjoyed GIC and …

Greetings!With fewer than 60 days until the end of the year, I want to pass along some key tax planning points for you to consider. …

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In this quarterly edition of Tax Tips, Kurt dives into topics that include: Motor Vehicle Expenses, Employment Expenses, Travel Expenses, The Federal Carbon Tax, and …

Kurt provides his insight and summary from the Economic Club of Canada’s annual forum where they provide their predictions for the world of finance in …

In this market update, Kurt provides a brief summary of what the market experienced in 2019 and what we can look forward to in 2020.

Happy New Year! With this edition of our team’s newsletter, we waste no time in getting right down to the important aspects of your finances …

Happy Holidays! In this edition, Kurt provides a detailed list of 2019 Year-End Tax Tips and 2019 Remuneration.

I Won Another Client from a Robo-Advisory Firm. If you follow the financial press in Canada and elsewhere, you have heard that robot- advisory is …

Fourth Quarter Tax Tips include the following topics: Taxable Benefits, Property Flipping, Unclaimed Bank Deposits, Protecting Your Tax Information, and Trusts for Disabled Beneficiaries.

We spend a lifetime having dreams, interacting with family, accumulating assets, living with risk, and then we die. This article ties everything together to create …

Many of us think about life insurance as a product we buy when we have a mortgage or dependents and the insurance payment would provide …

In the Kingdom of the Crystal Skull, Indiana Jones had to figure out which stones in a pathway to step on to reach his goal …

When it comes to financial planning for your children, we want to do things the right way. To take care of our children financially when …

Big Spending and Lack of Focus on Financial Goals Catch up with Us Around Middle Age Here is the picture: A couple sits up in …

In many ways, high-income executives and self-employed professionals in Canada may be facing a tougher adjustment to retirement finances than those in more traditional careers.  …

Our team does a lot of retirement number crunching for Canadians. To be more specific; we do a lot of cash flow forecasting where we …

This summer’s team newsletter discusses the following topics: Recession Indicators, Money University for Young Adults, Children’s Education Savings, and the Effects of Foreign Currency moves.

This month, our team discusses topics that includes the Risks of Credit Unions, Managing Market Volatility, Planning RESP Withdrawals, the U.S. – China Trade Talks, …

As we get into warmer weather, Kurt delivers his tips on such topics as the Home Buyers’ Plan & First-Time Home Buyer Incentive, Medical Expense …

As a follow-up to the release of the 2019 Federal Budget, Kurt provides a short summary on the key points that may affect you.

Back in January, Kurt attended an event hosted by the Economic Club of Canada called, “Ahead of the Curve”. After a night of predictions from …