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. …
Cost of Raising a Child in Canada | Delaying or Killing Your Retirement Plans?
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 …
Team Newsletter, July 2019
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.
Team Newsletter, June 2019
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, …
Kurt Rosentreter Tax Planning Tips Q2 2019
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 …
Happy Federal Budget Week!
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.
The Chief Economists Speak!
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 …
