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 …
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 …
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 …
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 …
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, …
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 …
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 …
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. …
The Road Ahead – July 2020
Click here to download the newsletter.
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.
