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Kurt Rosentreter: In The News

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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Expert Interview

The Globe and Mail: Aging in Canada Newsletter

Will you have enough money to cover health care bills in retirement? The Globe and Mail wrote an article based on Kurt’s popular “aging in …

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Expert Interview

Toronto Star: Benefits of RRSP Investing

Kurt spoke to the Toronto Star about the benefits of RRSP investing. (Link no longer available)

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Expert Interview

The Globe and Mail: Financial planning and Generation X

Kurt was interviewed by The Globe and Mail to talk about financial planning and Generation X. He helps to prioritize saving vs spending and other …

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Expert Interview

The Globe and Mail: Retirement and Volunteer Work

Kurt commented in a Globe and Mail profile piece about an Order of Canada recipient who made volunteering a part of their retirement plan. Kurt …

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Expert Interview

Get Organized To Save Money

Kurt was interviewed for Today’s Parent national magazine and discussed personal financial planning for young families. Read the article and Kurt’s comments here.

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Expert Interview

The Globe and Mail: Report on Business 2015

Kurt was asked to provide expert financial commentary to the most recent case study published in the Report on Business section of The Globe and …

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Public Speaking

Ontario CPA Association Annual Gala Keynote Speaker (2014)

Kurt was asked to be the keynote speaker at the Ontario CPA Association annual gala for university business students from across Ontario universities. Eight hundred …

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Expert Interview

Financial Post: 2014 Rate Spikes

Kurt was interview for the Financial Post on the question he is asking his clients this year regarding rate spikes. (Article no longer available)

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Expert Interview

How to make your 2014 financial resolutions stick

Kurt was inteviewed for Yahoo finance to provide financial planning tips for 2014 as we close out 2013. Read the full article here.

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Writing

The Bottom Line: Don’t Wait For The Client to Ask for Help

Article about accountants and financial planning. Kurt was asked to write a column for The Bottom Line magazine about encouraging accountants to get involved with …

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Expert Interview

The Globe and Mail: Don’t let high management fees drain your portfolio

See Kurt’s hard hitting commentary about investment fees in Canada. Read the full article here.

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Public Speaking

National Certified General Accountant Conference: Investment Planning 2013

Kurt gave a two hour presentation at the National Certified General Accountant conference on “Investment Planning”. The presentation covered the six steps to constructing an …

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Teaching

Course: How to Build an Investment Portfolio, Stocks, ETF’s and Funds, Annuities and How they Work 2013

Kurt is teaching four courses “How to Build an Investment Portfolio” (full day), “Stocks, ETFs and Funds” (full day), “Annuities and How They Work” (half …

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Teaching

Course: Creating a Financial Plan

Kurt taught a full day course called “Creating a Financial Plan” for the Certified General Accountant Association of Ontario.

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Writing

Ontario Dental Magazine: Children and Money

Kurt wrote an article for the Ontario Dentist Magazine, a monthly publication to provide Ontario dentists with practice management advice. In the article, Kurt discussed …

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Expert Interview

The Globe and Mail: RRSP Contributions to Young Canadians

Kurt was interviewed in The Globe and Mail to discuss the importance of RRSP contributions to young Canadians. (Article no Longer Available)

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Expert Interview

The Globe and Mail: Freedom Age 70

A hard hitting interview on the realities of retirement planning where the Globe and Mail interviewed Kurt and his viewpoint on “Freedom age 70”. (Article …

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Expert Interview

The Globe and Mail: Advice for Recently Widowed

Kurt provides advice to a widow who is seeking answers on how to save for retirement and manage her finances long term. (Article no longer …

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Expert Interview

The Lang & O’Leary Exchange: RRSPs vs. Tax Free Savings Accounts

Kurt was interviewed on CBC TV’s “The Lang & O’Leary Exchange” national TV show about the pros and cons of RRSPs vs. Tax Free Savings …

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Expert Interview

The Globe and Mail: Who will benefit most from the TFSA increase?

Kurt was interviewed by The Globe and Mail on the day that Federal Government announced an increase to the annual Tax Free Savings Account limit. …

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Expert Interview

The Globe and Mail: Financial Planning Brings Proven Peace of Mind and Sense of Control

November 19, 2012, Kurt was featured in a Globe and Mail article about goals and financial planning during Canada’s Financial Planning Week. Click here to …

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