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 as part of their weekly “Financial Facelift” series.
In 2009, Kurt was asked to comment in the national newspapers, radio or television ten times on matters of investment planning, retirement planning, insurance, tax planning, cash flow management and estate planning.
Navigating 2026 Market Conditions What Happened This Quarter & What is Ahead By Gerdi Lito, CFA, Portfolio Manager, Manulife Wealth Inc. As
We are all aging. We know it. I turn age 60 in a bit more than a year and I am not
Tax Tidbits Some quick points to consider… Trucking Sector: New Reporting Obligations To address perceived tax non-compliance in the trucking sector, CRA
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Certified Financial Planner professional, Canada
A Certified Financial Planner professional that assists with all aspects of your financial affairs. Toronto Based.
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 |
