August 2023 Team Newsletter
August Grab Bag of Tips Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities IncorporatedPresident and Life Insurance Advisor, Upper …
Q2 2023 Tax Planning Tips
Tax Tidbits… Some Quick Points to Consider Budget 2023: Top Five Items for Owner-Managers Budget 2023 (A Made-in-Canada Plan: Strong Middle Class, Affordable Economy, Healthy …
June 2023 Team Newsletter
From the Desk of Gerdi Lito, CFAAssociate Portfolio Manager, Manulife Securities IncorporatedGerdi.lito@manulifesecurities.ca The Importance of Having an Emergency Fund Life can be unpredictable and disrupting …
March 2023 Team Newsletter
From the Desk of Kurt Rosentreter, CPA, CAPortfolio Manager & Senior Financial Advisor, Manulife Securities IncorporatedKurt.Rosentreter@Manulifesecurities.ca Federal Budget 2023 The 2023 budget is due this …
Q1 2023 Tax Planning Tips
Tax Tidbits… Some Quick Points to Consider Covid Benefits: Review/Audit Activity On December 6, 2022, the Auditor General of Canada released its report on COVID …
2023 February Team Newsletter
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, FCSI, CIMAPortfolio Manager & Senior Financial Advisor, Manulife Securities Incorporated Kurt.Rosentreter@manulifesecurities.ca And Mathew Cain, CIMAssociate …
2022 Income Tax Season: Tips from Kurt
Hello! It’s my favourite time of the year – income tax filing season! We are closing in on the 2022 personal income tax filing deadline …
2023 Economic Outlook Breakfast Meeting
Friday, January 13, 2023 An annual January event where some of Canada’s leading chief economists share their economic predictions for 2023, at a breakfast in …
Retirement This Year? Designing Your Cash Flow Without a Pay Cheque
2022 September Team Newsletter
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities Incorporated,President, Upper Canada Capital Inc.Life Insurance Advisor, …
Mitigating Volatility With Non-Traditional Investment Portfolio Diversification
2021 December Year End Team Newsletter
Market ReviewBy Jordan Campbell, CFA Portfolio Manager Tax loss sellingBy Gerdi Lito, CFA Financial Advisor Associate How to Prepare for Rising Interest RatesBy Frank Valicek, …
Autumn 2021 Rosentreter Team Newsletter
Are You Ready for the “Seven Seasons of Financial Planning?”By Kurt Rosentreter, CPA, CA, CFP, CLU, FCSI, CIMA, CIM, FMA, TEP Federal Reserve’s Taper Timeline …
Kurt & Team August 2021 Newsletter
WelcomeBy Kurt Rosentreter The Power of Asset ConsolidationBy Jeton Spahiu Permanent Life InsuranceBy Gerdi Lito RESP WithdrawalsBy Mathew Cain Political parties’ platforms and their impact …
Kurt & Team Summer 2021 Newsletter
RESP GrantsBy Gerdi Lito The Value of Economic Leading IndicatorsBy Jeton Spahiu COVID-19 Pandemic Travel InsuranceBy Monika Kucinskaite RRIF Conversion – A New Milestone To …
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 …
