Kurt gave a key note speech to almost 200 accountants at the provincial continuing education day for the CPA Association of BC. Kurt spoke for ninety minutes on why financial freedom for white collar Canadians may be so far off – and what to do about it. See below a photo of the event.
Read Kurt’s article in the Financial Post on the topic, “Replace mutual funds with ETFs to build a better investment portfolio.” Read the full article.
Kurt was asked to be the financial expert for the Financial Facelift column in The Globe And Mail newspaper. Kurt commented on the finances of a couple living in the country and their ability to afford retirement. (Post is no longer available).
Kurt was asked to speak about designing a personal investment portfolio and how to create a retirement income in Ottawa. He addressed an audience of Chartered Professional Accountants.
Kurt was one of two expert speakers on practice management at the ETF Association of Canada’s national conference. Kurt told approximately one hundred and fifty financial advisors how to design a financial advisory practice and advocated for transparent, value priced fees. Kurt debated with a professional investment counsellor about how to structure a wealth management …
ETF Association of Canada’s national conference: Practice Management 2015 Read More »
Kurt was interviewed about the cost of living in retirement. See his comments here.
Kurt was interviewed by CTV National News for his opinion on the impact of a higher Tax Free Savings Account Limit”. (Link no longer available).
Kurt was interviewed by The Globe and Mail for his opinion on the recent news that the Federal Government is considering doubling the annual contribution limit for TFSAs in Canada. (Article no longer available).
Kurt was featured in an article by Rob Carrick of The Globe and Mail talking about the appropriate age for young people to buy a home. Read the full article here.
Kurt provided expert commentary to a 30 something couple with a large mortgage in today’s Globe and Mail “Financial Facelift” column. Read the full commentary here.
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