Kurt Rosentreter: In The News

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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Expert Interview

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 …

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Expert Interview

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.

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Expert Interview

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 …

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Expert Interview

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 picked up …

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Public Speaking

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 …

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Teaching

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 …

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Public Speaking

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 …

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Public Speaking

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 …

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Expert Interview

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. …

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Expert Interview

The Globe and Mail: How the average Canadian 30 year old needs to save

Kurt was interviewed by Rob Carrick of The Globe and Mail. The topic of the day was how the average Canadian 30 year old is …

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Expert Interview

The Globe and Mail: Vacation Spend in Proportion to Income

Kurt was interviewed in The Globe and Mail to discuss how much money people should spend on vacations in proportion to their income. (Article no …

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Expert Interview

The Globe and Mail: Investing in a Home Interview 2012

Kurt commented on an article in The Globe and Mail on “Investing in A Home”. Kurt provides guidelines on buying and talks about his biggest …

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Expert Interview

The Globe and Mail: Financial Road Map Series 2011

Kurt participated in the “Financial Road Map” series for The Globe and Mail newspaper where he answered questions to small business owners about financial planning. …

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Expert Interview

The Globe and Mail: Family CFO Interview

Kurt was asked to serve as the financial expert a feature in The Globe and Mail called “ask an expert” where Canadian small business owners …

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Expert Interview

CA Magazine Interview: Family Financial Planning 2011

Kurt was interviewed by CA Magazine, the national monthly publication for Chartered Accountants in Canada, and asked to provide his opinions on family financial planning. …

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Expert Interview

The Globe and Mail: Take Action Now

Kurt was interviewed as part of 2011 National Financial Planning Week. The article was published in The Globe and Mail. You can read the article …

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Expert Interview

The Globe and Mail: Financial Facelift Interview October 2011

Kurt was featured as the expert personal financial planner in The Globe and Mail “Financial Facelift” column by Dianne Maley. In this edition, Kurt provided …

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Expert Interview

The Globe and Mail: Financial Facelift July 2011

Kurt was featured as the expert personal financial planner in The Globe and Mail “Financial Facelift” column by Dianne Maley. In this edition, Kurt provided …

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Teaching

Course: Chartered Accountant Institute of BC July 2011

Kurt was invited by the Chartered Accountant Institute of BC to teach four days of courses on retirement planning, investing, estate planning, insurance, taxes, children’s …

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Writing

Ontario Dentist Magazine: Divorce Planning for Dentists

Kurt was asked to write an article on “Divorce Planning for Dentists” and published in the Ontario Dentist Magazine, the provincial publication for dentists in …

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Expert Interview

Morningstar: Another day older and deeper in debt

Kurt was interviewed for a national personal finance article from Morningstar, asked to give his opinion on whether Canadians carry too much debt. Read the …

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