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 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 …
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 …
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 …
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.
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).
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 …
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 …
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 …
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 …
