Kurt Rosentreter: In The News

Expert Interview

A guide to money management: Who should handle your nest egg?

Kurt was interviewed for The Globe and Mail to discuss different investment types for Canadians. Read the article.

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Public Speaking

How ETFs fit into a hybrid advice model

How ETFs fit into a hybrid advice model. Experts describe how they use the funds. Kurt was asked to speak at an ETF Conference hosted …

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Expert Interview

Budget like a boss in 3 easy steps

Kurt was featured in an American journal to discuss financial management for university graduates and young professionals. Read his comments here.

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Expert Interview

A new way of knowing how your investments are doing

Kurt was recently interviewed by the Globe and Mail regarding the second phase of the new Client Relationship Model introduced by the Canadian Securities Administrators. …

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Expert Interview

Stocks are soaring. Is it time for an autumn harvest?

Kurt commented to the Globe and Mail on how to benefit from roaring stock market and discussed strategic and tactical rebalancing. Read the article.

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Teaching

Comprehensive Tax Planning in 2017

Kurt gave a presentation on September 27, 2017 to sixty retired individuals and couples on tax planning. Comprehensive Tax Retirement Planning Presentation

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Expert Interview

What is the ideal retirement portfolio for your 50s?

Kurt commented to The Globe and Mail ‎on retirement and taxes. Read the full article here.

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Expert Interview

Sudden wealth – how not to blow it

The Globe and Mail interviews Kurt to talk about how to manage people who suddenly find themselves with a lot of money. Read the article.

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Expert Interview

How boomers living the high life are at risk in retirement

Kurt’s most recent e-newsletter was picked up by The Globe and Mail and Rob Carrick interviewed Kurt for some specific commentary. Read the article.

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Expert Interview

Stocks are soaring. Is it time for an autumn harvest?

Kurt commented to the Globe and Mail on how to benefit from the roaring stock market and discussed strategic and tactical rebalancing. Read the article.

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Sharing

CPA Ontario Executive Summary Economic Outlook 2016

Kurt attended a presentation at the Economic Club of Canada where the five Chief Economists of the largest Canadian banks gave their forecasts for Canada …

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Expert Interview

Budgeting, managing debt vital for students heading to university

Kurt was interviewed by CTV to discuss the need for university and college students to keep a budget and manage their finances during these expensive …

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Writing

Replace mutual funds with ETFs to build a better investment portfolio

Read Kurt’s article in the Financial Post on the topic, “Replace mutual funds with ETFs to build a better investment portfolio.” Read the full article.

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Public Speaking

Provincial Continuing Education Day for the CPA Association of BC

Kurt gave a key note speech to almost 200 accountants at the provincial continuing education day for the CPA Association of BC. Kurt spoke for …

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Expert Interview

Financial Facelift column in The Globe And Mail 2015

Kurt was asked to be the financial expert for the Financial Facelift column in The Globe And Mail newspaper. Kurt commented on the finances of …

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Teaching

Certified Public Accountants Presentation May 2015

Kurt was asked to speak about designing a personal investment portfolio and how to create a retirement income in Ottawa. He addressed an audience of …

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Public Speaking

ETF Association of Canada’s national conference: Practice Managment 2015

Kurt was one of two expert speakers on practice management at the ETF Association of Canada’s national conference. Kurt told approximately one hundred and fifty …

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Expert Interview

9 Money Myths That Experts Wish You’d Stop Believing

Kurt was interviewed about the cost of living in retirement. See his comments here.

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Expert Interview

CTV National News Interview: Impact of a Higher Tax Free Savings Account Limit”

Kurt was interviewed by CTV National News for his opinion on the impact of a higher Tax Free Savings Account Limit”. Click here to view.

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Expert Interview

The Globe and Mail Interview: Doubling the annual contribution limit for TFSAs in Canada.

Kurt was interviewed by The Globe and Mail for his opinion on the recent news that the Federal Government is considering doubling the annual contribution …

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Expert Interview

A reality check for millennials aiming to buy a house

Kurt was featured in an article by Rob Carrick of The Globe and Mail talking about the appropriate age for young people to buy a …

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Expert Interview

Debt casts shadow on this family’s savings plan

Kurt provided expert commentary to a 30 something couple with a large mortgage in today’s Globe and Mail “Financial Facelift” column. Read the full commentary …

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Expert Interview

Ten common mistakes DIY investors make

Kurt was interviewed by The Globe and Mail to discuss the Top Mistakes made by Do-It-Yourself Investors. Read Kurt’s comments here

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Expert Interview

The Globe and Mail Interview: Realities of Little Savings and Heavy Debt Loads

Kurt discusses the realities of little savings and heavy debt loads in this recent Globe and Mail Financial Facelift based on real life situations. (Article …

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Expert Interview

The Globe and Mail Interview: Retiree Worrying About Money

Kurt was asked to be the financial expert in the Globe and Mail’s weekly Financial Facelist case study story. See what Kurt told a retiree …

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Sharing

Canadian Family: House Proud

Read Kurt’s expert commentary for Canadian Family Magazine on the affordability of a home for young Canadians in 2014. Read the full article here.

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Expert Interview

The Globe and Mail Interview: Retirement Planning for Canadians

Kurt was interviewed by The Globe and Mail to discuss the status of retirement planning for Canadians. (Article no longer available).

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Expert Interview

Pros and cons of moving for a new job

Kurt speaks about some of the pros and cons of moving for a new job in this edition of The Star. Read the full article …

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Expert Interview

The Globe and Mail: Whether young Canadians (in their 20’s and 30’s) should contribute to RRSPs yet Video

Kurt was interviewed by The Globe and Mail as part of their video series on financial advice. In this video, Kurt discusses whether young Canadians …

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Expert Interview

The Globe and Mail: Know your Real Life Ratio

Can you really afford that mortgage? Know your Real Life Ratio. Kurt was asked by The Globe and Mail to help build a calculator that …

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