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 third 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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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 Management 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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