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 …
Toronto Star: Benefits of RRSP Investing
Kurt spoke to the Toronto Star about the benefits of RRSP investing. (Link no longer available)
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 …
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 …
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.
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 …
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 …
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)
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.
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 …
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.
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 …
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 …
Course: Creating a Financial Plan
Kurt taught a full day course called “Creating a Financial Plan” for the Certified General Accountant Association of Ontario.
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 …
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)
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 …
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 …
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 …
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. …
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 …
680 News: Financial Planning Week Interview
November 15, 2012 Kurt was interviewed by Mike Eppel of 680 News Talk Radio in Toronto. Click here to listen to Kurt speak about financial …
Yahoo Finance: Lead by example when teaching teens about money
Kurt was interviewed about how to teach children good money habits at a young age. Read the full article here.
The Star: Big ambitions need savings plan to match
Kurt was featured as the financial expert in the latest case study for the Toronto Star’s Moneyville business section. In this article, Kurt advises a …
The Globe and Mail: Make student loans a last resort to avoid drowning in debt
Kurt was interviewed by the Canadian Press for an article discussing student debt and how best to finance an education. The comments were pickep up …
PD Day Vancouver 2012: Guest Speaker
Kurt was a featured guest speaker at “PD Day” for more than 140 Chartered Accountants in Vancouver. Kurt was asked to speak at this function …
Course: How to Build a Financial Plan 2012
Kurt taught a course on “How to Build a Financial Plan” to a group of Chartered Accountants in Burlington, Ontario. Kurt was asked to speak …
Ontario Chartered Accountant Institute: Wealth Management Strategies for Affluent Canadians
Kurt spoke to two groups of Chartered Accountants on two topics: “Wealth Management Strategies for Affluent Canadians” and “Building Your Own Retirement with Annuities”. Kurt …
Toronto Entrepreneur Show 2012: 50 Strategies in 50 Minutes
Kurt was a feature presenter at the Toronto Entrepreneur Show at the Living Arts Centre in Mississauga. Kurt presented for an hour on “50 Strategies …
Advisor Impact Interview 2012
Kurt was interviewed by Dan Richards of Advisor Impact to learn about the critical success factors in maintaining a financial advisory practice and assisting clients. …
