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 …
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 …
