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 …

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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 …

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Second Quarter 2021 Tax Planning Tips

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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 …

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2021 Federal Budget Commentary

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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 …

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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 …

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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 …

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First Quarter 2021 Tax Planning Tips

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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, …

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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 …

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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 …

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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. …

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Newsletter September 2020

Kurt’s End of Summer Newsletter Edition from the Team

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Second Quarter Tax Newsletter by Kurt

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The Road Ahead – July 2020

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Benefits to Tax Loss Selling during COVID-19 May 2020

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Federal Government Relief Programs During COVID-19

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Canada’s Covid-19 Economic Response Plan March 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 …

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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 …

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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 …

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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.

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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 …

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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.

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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 …

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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.

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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 …

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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 …

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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 …

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