Get Organized To Save Money
Kurt was interviewed for Today’s Parent national magazine and discussed personal financial planning for young families. Read the article and Kurt’s comments here.
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The Globe and Mail: Report on Business 2015
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 …
Ontario CPA Association Annual Gala Keynote Speaker (2014)
Kurt was asked to be the keynote speaker at the Ontario CPA Association annual gala for university business students from across Ontario universities. Eight hundred elite university students listened to speak for an hour on the benefits of an accounting university degree, career tips and traps as they look for future jobs and the story …
Ontario CPA Association Annual Gala Keynote Speaker (2014) Read More »
Financial Post: 2014 Rate Spikes
Kurt was interview for the Financial Post on the question he is asking his clients this year regarding rate spikes. (Article no longer available).
How to make your 2014 financial resolutions stick
Kurt was inteviewed for Yahoo finance to provide financial planning tips for 2014 as we close out 2013. Read the full article here.
The Bottom Line: Don’t Wait For The Client to Ask for Help
Article about accountants and financial planning. Kurt was asked to write a column for The Bottom Line magazine about encouraging accountants to get involved with financial planning services. Read the full article here.
The Globe and Mail: Don’t let high management fees drain your portfolio
See Kurt’s hard hitting commentary about investment fees in Canada. Read the full article here.
National Certified General Accountant Conference: Investment Planning 2013
Kurt gave a two hour presentation at the National Certified General Accountant conference on “Investment Planning”. The presentation covered the six steps to constructing an investment portfolio, how to select a financial advisor and more than 50 investing concepts important to investing today.
Course: How to Build an Investment Portfolio, Stocks, ETF’s and Funds, Annuities and How they Work 2013
Kurt is teaching four courses “How to Build an Investment Portfolio” (full day), “Stocks, ETFs and Funds” (full day), “Annuities and How They Work” (half day), and “Understanding Canadian Wealth Management Options from Banks and Brokerages” (half day) for the Manitoba Chartered Accountant Association in Winnipeg.
Course: Creating a Financial Plan
Kurt taught a full day course called “Creating a Financial Plan” for the Certified General Accountant Association of Ontario.
