Kurt Rosentreter: In The News

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 pickep 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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Expert Interview

National Post: Condo Buyers look to Asians for Returns

Kurt was featured in an article written by Garry Marr for the The National Post. The article titled “Condo Buyers look to Asians for Returns” …

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Public Speaking

Toronto Dental Implant Study Club: Guest Speaker 2011

Kurt was asked to be the guest speaker at the Toronto Dental Implant Study Club, an association of dentists and dental specialists from across Toronto. …

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Expert Interview

The Globe and Mail: Financial Facelift March 2011

Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday March 25, 2011. In this article, Kurt provides guidance to a …

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Expert Interview

National Post: Profiled as a top financial advisor

Kurt was profiled as one of Canada’s top financial advisors in The National Post, as promoted by The Accretive Advisor, a thrd party evaluation firm.

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Public Speaking

TDSB: Tax Planning Strategies for Administrators

Kurt completed a two hour presentation on tax planning strategies for a large group of administrators for the Toronto District School Board.

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Expert Interview

The Globe and Mail: Webinar February 2011

Kurt was featured by The Globe and Mail newspaper as the expert in a webinar session. The topic of the day was last minute RRSP …

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Expert Interview

National Post: Problems with debt levels Canadians Carry

Kurt was interviewed in the national post to discuss the debt levels that the average Canadian now carries and the problems it causes. (Link no …

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Public Speaking

TDSB: Retired Teachers Tax Planning

Kurt was the key note speaker for an afternoon presentation on tax planning for retired teachers.

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Expert Interview

The Star: Mortgage vs. RRSP: What makes most sense?

Kurt was interviewed by the Toronto Star newspaper to provide expert commentary on mortgages and debt levels of Canadians. Here is a link to the …

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Expert Interview

The Globe and Mail: Financial Facelift January 2011

Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday, January 22, 2011. In this article, Kurt talks about how young …

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Expert Interview

The Globe and Mail: Financial Facelift December 2010

Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday December 4, 2010. In this article, Kurt provided advice on how …

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Teaching

Course: How to Build a Financial Plan 2010

Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio”, “Stocks, ETFs and Mutual Funds” and …

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