Stocks are soaring. Is it time for an autumn harvest?
Kurt commented to the Globe and Mail on how to benefit from the roaring stock market and discussed strategic and tactical rebalancing. Read the article.
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CPA Ontario Executive Summary Economic Outlook 2016
Kurt attended a presentation at the Economic Club of Canada where the five Chief Economists of the largest Canadian banks gave their forecasts for Canada and the world in 2016. Read the summary of their comments below:
Budgeting, managing debt vital for students heading to university
Kurt was interviewed by CTV to discuss the need for university and college students to keep a budget and manage their finances during these expensive education years of their life. Watch the interview here.
Provincial Continuing Education Day for the CPA Association of BC
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.
Replace mutual funds with ETFs to build a better investment portfolio
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.
Financial Facelift column in The Globe And Mail 2015
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).
Chartered Professional Accountant Presentation May 2015
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.
ETF Association of Canada’s national conference: Practice Management 2015
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 »
9 Money Myths That Experts Wish You’d Stop Believing
Kurt was interviewed about the cost of living in retirement. See his comments here.
CTV National News Interview: Impact of a Higher Tax Free Savings Account Limit”
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).
