May 2021 Newsletter from Kurt and Team
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, FCSI, CIMA, CIM, FMA, TEP From the desk of Frank Valicek, CFP, CIM From the …
March 2021 Newsletter from Kurt and Team
From the Desk of Kurt Rosentreter Calculating capital gains for US stocksby Jordan Campbell Taxation of cryptocurrenciesby Mathew Cain RESP withdrawals and taxationby Gerdi Lito …
February 2021 Rosentreter Team Newsletter
Hello!Kurt, Mathew, Jordan, Gerdi, Monika, Frank, Jeton and Laura are back to share RRSP season tips and more in our second team newsletter of the …
The 2021 Economic Forum Presented by the Top Canadian Economists
By: Kurt Rosentreter & Mathew Cain Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their …
Navigating Financial Waters in 2021 and Beyond
By Kurt Rosentreter, CPA, CA, CFP, CLU, CIMA, TEP, FMA, CIM, FCSI 2020 and the Impact of a Pandemic on our Finances Before the pandemic, …
Financial Strategies for 2021 from Kurt and Team
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 …
Fixed Income Alternatives for the “Safe” Money in your Investment Portfolio
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 …
Important Year End Tax Planning 2020
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. …
The Road Ahead – July 2020
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Kurt Rosentreter Tax Planning Tips Q1 2020
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 …
Coronavirus, Cannabis and the US Election – Our Thoughts
Coronavirus, Cannabis, and the U.S. Election – like it or not, these are the topics we are hearing about in the news and Our Team …
Annual Economic Outlook 2020
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 …
2020 First Quarter Market Update
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.
Team Newsletter, January 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 …
Kurt Rosentreter 2019 Year-End Tax Tips
Happy Holidays! In this edition, Kurt provides a detailed list of 2019 Year-End Tax Tips and 2019 Remuneration.
How to Kill a Robo-Advisor | Why People are Coming back to Personal Financial Advisors
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 …
Kurt Rosentreter Tax Planning Tips Q4 2019
Fourth Quarter Tax Tips include the following topics: Taxable Benefits, Property Flipping, Unclaimed Bank Deposits, Protecting Your Tax Information, and Trusts for Disabled Beneficiaries.
Intergenerational Wealth Planning in Canada the RIGHT Way [Step-By-Step Guide]
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 …
Is Permanent Life Insurance a Good Investment? How it can be a Powerful Tax Shelter
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 …
The 10 Financial Mistakes Most Dentists Make And How To AVOID Them
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 …
Financial Planning for Your Children | At Any Stage of Life
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 …
Your Ugly Financial Reality at Age 50 – Retirement Strategy for Canadians
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 …
Income After Retirement | How Will You Manage the Gap?
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. …
