How ETFs fit into a hybrid advice model. Experts describe how they use the funds. Kurt was asked to speak at an ETF Conference hosted to Transcontinental in downtown Toronto in October. Some of Kurt’s comments are featured in the article enclosed.
Kurt gave a key note speech to almost 200 accountants at the provincial continuing education day for the CPA Association of BC. Kurt spoke for ninety minutes on why financial freedom for white collar Canadians may be so far off – and what to do about it. See below a photo of the event.
Kurt was one of two expert speakers on practice management at the ETF Association of Canada’s national conference. Kurt told approximately one hundred and fifty financial advisors how to design a financial advisory practice and advocated for transparent, value priced fees. Kurt debated with a professional investment counsellor about how to structure a wealth management …
ETF Association of Canada’s national conference: Practice Management 2015 Read More »
Kurt was asked to be the keynote speaker at the Ontario CPA Association annual gala for university business students from across Ontario universities. Eight hundred elite university students listened to speak for an hour on the benefits of an accounting university degree, career tips and traps as they look for future jobs and the story …
Ontario CPA Association Annual Gala Keynote Speaker (2014) Read More »
Kurt gave a two hour presentation at the National Certified General Accountant conference on “Investment Planning”. The presentation covered the six steps to constructing an investment portfolio, how to select a financial advisor and more than 50 investing concepts important to investing today.
Kurt was a featured guest speaker at “PD Day” for more than 140 Chartered Accountants in Vancouver. Kurt was asked to speak at this function by the BC Institute of Chartered Accountants.
Kurt spoke to two groups of Chartered Accountants on two topics: “Wealth Management Strategies for Affluent Canadians” and “Building Your Own Retirement with Annuities”. Kurt was requested to speak to these two groups by the Ontario Chartered Accountant Institute.
Kurt was a feature presenter at the Toronto Entrepreneur Show at the Living Arts Centre in Mississauga. Kurt presented for an hour on “50 Strategies in 50 Minutes” that an entrepreneur must know.
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. Kurt spoke for an hour on 65 different financial issues that medical professionals struggle with and provided answers on how to deal with each one.
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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