Kurt was featured as the expert personal financial planner in The Globe and Mail “Financial Facelift” column by Dianne Maley. In this edition, Kurt provided advice to a couple nearing retirement and seeking direction on how to invest, whether they have enough money to retire and their levels of life insurance. (Article no longer available).
Kurt was invited by the Chartered Accountant Institute of BC to teach four days of courses on retirement planning, investing, estate planning, insurance, taxes, children’s savings, debt and real estate planning to Chartered Accountants from across BC. Kurt taught three courses on investing, how to create a financial plan and affluent investing and wealth management …
Financial consultant in Toronto, Ontario
Professional financial advisors and wealth planners with decades of experience based in Toronto.
2848 Bloor St. West.
Etobicoke, ON M8X 1A9
Business: (416) 628-5761 Ext. 0
Toll-free: 1-866-275-5878
Fax: (416) 225-8650
Upper Canada Capital is our trade name (i.e. business name) under which we offer all our services. Upper Canada Capital is a trade name used for both securities business and insurance business. Stocks, bonds, and mutual funds are offered through Manulife Wealth Inc. Financial plans are offered through Manulife Wealth Inc. Insurance products & services are offered through Upper Canada Capital Inc. and Manulife Wealth Insurance Inc. Manulife Wealth related companies are 100% owned by The Manufacturers Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Wealth website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.
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