Kurt Rosentreter: eNewsletters

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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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 …

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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 …

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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.  …

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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 …

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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.

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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, …

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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 …

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Writing

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.

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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 …

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Team Newsletter, February 2019

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Team Newsletter, January 2019

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Kurt Rosentreter Tax Planning Tips Q4 2018

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Team Newsletter, November 2018

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Fourth Quarter Update: 2018

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Tax Planning Tips Q3 2018

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Tax Planning Tips Q2 2018

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