Kurt was asked to provide expert financial commentary to the most recent case study published in the Report on Business section of The Globe and Mail. In this case, a couple in BC is looking to understand if they can afford to buy a bigger home, how to plan for their retirement and some investment planning. (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