with kurt, you are in good hands. trust 25+ years of experience
A Personal CFO offers one source for all of your personal finance advice needs. Fees are custom designed with no standard fee schedules. Once we decide on services then a proposal is prepared. All fees are flexible to fit anyone’s budget.
There is no minimum client size. Fee levels are revisited every year to ensure your continued satisfaction with value.
• Investment portfolio design and investment products
• Tax planning and overseeing tax return preparation
• Insurance needs analysis and insurance products. Learn more about our insurance services
• Executive compensation strategies including supplemental pension plans, retirement compensation arrangements, stock option and planning other perks
• Estate planning before death and assisting with estate windup after death
• Before and after retirement planning, including retirement income design
• Children’s financial planning including RESPs and in-trust accounts
• Integrated personal financial planning tying all of the above areas together for effective overall planning.
• Severance and early retirement counselling of departure packages
• Small business owner succession planning of the business
• Divorce financial planning
• Eldercare services by assisting with nursing home financing and structuring finances in advanced stages of life
• Advanced financial planning including family trusts, holding companies, professional corporations, Will planning, selection of estate Executors, Employer stock option planning, alternative investment strategies and more.
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2848 Bloor Street West, Etobicoke, Ontario
M8X 1A9 Canada
+1 416-628-5761 ext. 0
Monday | 8:30am–5:30pm |
Tuesday | 8:30am–5:30pm |
Wednesday | 8:30am–5:30pm |
Thursday | 8:30am–5:30pm |
Friday | 8:30am–5:30pm |
Saturday | CLOSED |
Sunday | CLOSED |
Save money and build reliable wealth with the strategies Kurt gives to his clients. Fill out your email to get access to the document!
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Click the link below, or check your email to get access to Kurt’s Top 12 Wealth Building strategies. Check it out to view the essential tips he gives to all his clients!