Q4 2022 Tax Planning Tips

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Retirement

Retirement This Year? Designing Your Cash Flow Without a Pay Cheque

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Q3 2022 Tax Planning Tips

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2022 September Team Newsletter

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2022 August Team Newsletter

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Q2 2022 Tax Planning Tips

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2022 May Team Newsletter

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Q&A Newsletter from April 2022 About World Events & Markets

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2022 April Team Newsletter

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2021 Tax Return Planning March 2022

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February 2022 Team Newsletter

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Mitigating Volatility With Non-Traditional Investment Portfolio Diversification

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January 2022 Team Newsletter

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Kurt Rosentreter Year End Tax Planning Tips 2021

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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, …

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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 …

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Kurt Rosentreter Tax Planning Tips Q3 2021

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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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