Kurt Rosentreter: In The News

Kurt was recently interview by CTV News about retiring in Toronto and facing increased costs of living relative to other areas of the country. To …

Kurt commented on a piece for the Globe and Mail recently regarding health care and the role it plays in financial advisors’ practices. Click HERE …

Kurt recently commented on a piece by The Globe and Mail about financial literacy, and how to engage kids. Read more: https://www.theglobeandmail.com/investing/globe-advisor/advisor-practice/article-why-financial-literacy-needs-to-be-tied-to-kids-real-lives-to-sink-in/

Kurt was recently interviewed on TVO Today’s The Agenda with Steve Paikin about the recent rise is popularity of financial influencers (or “finfluencers”). Watch the …

Kurt was in the news recently, commenting on a piece for NerdWallet about the likelihood of a recession and tips to manage your finances during …

Kurt was recently featured in a talk show interview on the SiriusXM Radio Canada Talks show ‘Moolala: Money Made Simple’ with Bruce Sellery. Bruce and …

Kurt wrote an article for Chartered Professional Accountants British Columbia (CPABC) on the need for goal-based financial planning. The article takes a detailed look into …

Kurt was interviewed by The Globe & Mail on the growing amount of financial advice on social media. The article discusses how an increasing amount …

Kurt was interviewed in The Globe & Mail regarding large cash balances being held during the pandemic, and the opportunity cost of sitting on cash. …

Kurt was interviewed in The Globe & Mail regarding tax and financial planning considerations while splitting real estate assets in divorce. https://www.theglobeandmail.com/real-estate/article-real-estate-divorce-make-a-toxic-mix/

Kurt was interviewed in The Globe & Mail to talk about the ‘gig economy’ and how variable income individuals can reduce tax mistakes through comprehensive …

Kurt was interviewed in The Globe & Mail to talk about how excessive investment in your principal residence may affect your ability to retire with …

Kurt is quoted by The Globe & Mail about how to deal with the pandemic and your finances in 2021. Read more. https://www.theglobeandmail.com/investing/personal-finance/household-finances/article-schooled-by-the-coronavirus-pandemic-financial-planners-offer-their-no/

Kurt was interviewed by The Globe & Mail to discuss lessons learned as an investor in the ups and downs of pandemic investing in 2020. …

Kurt was featured in the Medical Post with valuable information on what to expect and what needs to be prepared when faced with the end …

Kurt was featured in the Globe and Mail discussing the struggles parents face and decisions to make due to the extent of COVID 19. Read …

Kurt was featured in the Globe and Mail on how to advise and guide clients in career changes. Read more. https://www.theglobeandmail.com/investing/globe-advisor/advisor-practice/article-advisors-can-help-career-changers-navigate-financial-minefields/

Kurt was featured in the Globe and Mail on the effects of the pandemic and investors sidelined with cash. Read more. https://www.theglobeandmail.com/investing/markets/inside-the-market/article-for-investors-sidelined-with-cash-market-surge-presents-painful/

Kurt was featured in the Globe and Mail article of more young Canadians are seeking guidance and direction from financial advisors. Read more. https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-shaky-markets-lead-some-millennials-to-seek-out-financial-advice/

Kurt was featured in the Globe and Mail article on how to help millennials keep calm. Read the full article. https://www.theglobeandmail.com/investing/globe-advisor/advisor-practice/article-six-ways-advisors-can-help-millennials-keep-calm/

Kurt was asked the following question by Globe and Mail Personal Finance Columnist Rob Carrick, “Based on your years of experience, what have you found …

Kurt was featured in a recent article on Common Cents Investing answering some questions about financial advice, the financial service industry, and interest rates. (Link …

Kurt was featured in a recent Globe and Mail article discussing Canadian parent’s role in paying for their children’s post-secondary education costs. Read the full …

“The aspect of work longer, save more, only goes so far”. I was featured in the recent Globe and Mail article discussing homeownership for Millennials, …

Although everyone has financial goals, not everyone can reach theirs. We must take an integrated approach to managing the different components of our finances in …

Thirty years ago, retirement planning was easy – you worked until 58, and when your pension kicked in, you faded into the sunset. Today, pensions …

There are presently thousands of products available for purchase for your Registered Retirement Savings Plan (RRSP) and other investing needs. Exchange-Traded Funds (ETFs) have quickly …

If you are the primary income earner for a family that includes dependents and you die, your family will no longer have your income to …

Poor estate planning can leave our family members battling over money, property and goods like the artwork on our walls when we are gone. Inadequate …

Whether you are considering Registered Education Savings Plans (RESPs) for your children’s future or Registered Retirement Savings Plans (RRSPs) for your own retirement needs, personal …