Kurt Rosentreter: In The News

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 Management 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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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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