Kurt was asked to serve as the financial expert a feature in The Globe and Mail called “ask an expert” where Canadian small business owners can email financial questions about starting and managing a business and Kurt will provide the answers. Kurt also wrote an article that was published in The Globe and Mail discussing the merits of a business owner engaging a “Personal CFO” instead of a basic financial advisor. (Article no longer available)
2024 October Team Newsletter
Q3 2024: Strong performance, lingering questions Kurt Rosentreter, CPA, CA, CFP, CLU, CIMA, TEP, FMA, CIMSenior Financial Advisor & Portfolio Manager, Manulife