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Kurt Rosentreter: In The News

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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Teaching

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 …

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Expert Interview

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 …

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Expert Interview

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 …

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Expert Interview

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 …

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Teaching

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 …

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Expert Interview

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 …

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Expert Interview

The Globe and Mail: Financial Facelift April 2010

Kurt was profiled in The Globe and Mail national newspaper as part of the “Financial Facelift” series. In this edition, a couple with careers in …

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Expert Interview

The Globe and Mail: Financial Facelift February 2010

Kurt was profiled in The Globe and Mail national newspaper as part of the “Financial Facelift” series. In this edition, a couple from eastern Canadian …

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Public Speaking

Guest Speaker: RRSP Planning and on Strategic Wealth Planning for Affluent Canadians

Kurt was asked to be a guest speaker at the Canadian Investment Show at the Royal York Hotel in Toronto. Kurt presented two 45 minute …

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Expert Interview

The Globe and Mail: Interview Report on RRSPs

The Globe and Mail’s “Report on RRSPs” special edition interviewed Kurt about why more Canadians don’t take advantage of their employer’s pension plans and the …

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Expert Interview

Toronto Star: Reshaping your finances

Toronto Star Newspaper article “Reshaping Your Finances” interviewed Kurt for comments on key financial planning resolutions for 2010.

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Teaching

Chartered Accountants Ontario, Manitoba: 3 Courses October – December 2009

Kurt taught three courses (What is Wealth Management Course, How to Build a Financial Plan Course and How to Build an Investment Portfolio Course) for …

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Expert Interview

The Globe and Mail: Financial Facelift December 2009

Kurt was profiled in The Globe and Mail national newspaper where he provided financial planning advice to Canadians who had submitted information to the newspaper …

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Expert Interview

CityTV Interview: Tax Planning

Kurt was a guest on City TV in Toronto, Toronto’s most popular breakfast television channel. Kurt was interviewed about tax planning and why it is …

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Public Speaking

Guest Presenter: Toronto Beaches Moment Group

Kurt presented gave a one hour talk to the Toronto Beaches Moment group, a group of stay-at-home mom’s on maternity leave. The talk covered cash …

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Public Speaking

Featured Speakers: Mining Companies

Kurt was the featured speaker at a downtown Toronto function hosted by one of the world’s largest mining companies. Kurt spoke for 90 minutes on …

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Public Speaking

Wealth Managment Seminar: Toronto Law Firm 2009

Kurt presented a 90 minute seminar on wealth management for lawyers and staff at a large Toronto law firm.

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Public Speaking

Financial Forum: Educational Seminars 2009

Kurt and his advisory team provided educational seminars on tax planning, estate planning, investing and retirement at the Toronto Financial Forum, offering twelve sessions over …

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Teaching

Kurt’s Public Speaking Events: 2008

April 20th: Noon: “Estate Planning & The United Church” Eglinton St. Georges United Church May 7th: “Personal Investing Course” Holiday Inn, Markham, Ontario May 9th: …

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Teaching

Kurt’s Public Speaking Events: 2007

January 2007: Attend Kurt’s eighth annual four day series of presentations at the Toronto Financial Forum, Canada’s largest financial show open to the public. Over …

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