Kurt commented to the Globe and Mail on how to benefit from the roaring stock market and discussed strategic and tactical rebalancing. Read the article.
By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIM, FCSISenior Financial Advisor & Portfolio Manager | Manulife Wealth Inc. By Gerdi
In this Issue Navigating Uncertainty: Fundamentals and Diversification From the Desk of Patricia Arsenault, CIM®• Financial Advisor Associate, Manulife Wealth Inc. Fundamentals
Tax Tidbits Some quick points to consider… Importance of Strong Internal Accounting: Gross Negligence Penalties A January 6, 2026 Tax Court of
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