How to Actually Reach Your Financial Goals (Podcast)
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 …
Personal Investment Strategies | How Much Do I Need to Retire? (Podcast)
Thirty years ago, retirement planning was easy – you worked until 58, and when your pension kicked in, you faded into the sunset. Today, pensions …
ETFs for Long Term Financial Prosperity (Podcast)
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 …
Understanding Life Insurance | How to Choose and Purchase Life Insurance (Podcast)
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 …
How to do Estate Planning | Issues and Solutions (Podcast)
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 …
Creating an Investment Portfolio in 6 Easy Steps (Podcast)
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 …
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.
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 …
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.
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. …
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.
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
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.
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.
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.
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.
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 …
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 …
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.
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 …
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 …
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 …
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 …
9 Money Myths That Experts Wish You’d Stop Believing
Kurt was interviewed about the cost of living in retirement. See his comments here.
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.
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 …
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 …
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 …
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
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 …
