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 …
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 …
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 …
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. …
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 …
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. …
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 …
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 …
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 …
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 …
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 …
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 …
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” …
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. …
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 …
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.
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.
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 …
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 …
TDSB: Retired Teachers Tax Planning
Kurt was the key note speaker for an afternoon presentation on tax planning for retired teachers.
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 …
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 …
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 …
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 …
CA Course: How to Build a Financial Plan September – November 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 …
The Globe and Mail: Update on Mortgages 2010 Interview
Kurt was interviewed in the “Update on Mortgages” special feature for The Globe and Mail. In the article, Kurt discusses how decisions about the cost …
The Globe and Mail: Financial Facelift October 2010
Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday October 2nd, 2010. In this article, Kurt provided advice on how …
The Globe and Mail: Financial Facelift July 2010
Kurt was profiled in The Globe and Mail’s “Financial Facelift” story. Kurt provided advice to a young investor on how to design a portfolio. (Link …
CA Course: How to Build a Financial Plan May – June 2010
Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio” and “Wealth Management in Canada” to …
The Globe and Mail: Financial Facelift June 2010
Kurt was profiled in The Globe and Mail’s “Financial Facelift” column on June 27, 2010. Kurt provided assistance with goal planning and prioritizing financial priorities …
