Kurt and his advisory team provided educational seminars on tax planning, estate planning, investing and retirement at the Toronto Financial Forum, offering twelve sessions over three days. Kurt was also asked to headline the main stage on Saturday afternoon, speaking on the topic of “Financial Planning in the 2009 Recession” to more than 300 people. Copies of Kurt’s slides can be downloaded on the newsletter page of this website.
Market News – Q2 2026
Navigating 2026 Market ConditionsFirst Quarter Update March 2026 What Happened This Quarter & What is Ahead By Gerdi Lito, CFA, Portfolio Manager, Manulife Wealth Inc.