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.
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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.
Ontario Dental Magazine: Children and Money
Kurt wrote an article for the Ontario Dentist Magazine, a monthly publication to provide Ontario dentists with practice management advice. In the article, Kurt discussed the importance of teaching children about financial education, providing example of how parents can help when children are small and all the way through when the child is an adult. …
The Globe and Mail: RRSP Contributions to Young Canadians
Kurt was interviewed in The Globe and Mail to discuss the importance of RRSP contributions to young Canadians. (Article no longer available).
The Globe and Mail: Freedom Age 70
A hard hitting interview on the realities of retirement planning where the Globe and Mail interviewed Kurt and his viewpoint on “Freedom age 70”. (Article no longer available).
The Globe and Mail: Advice for Recently Widowed
Kurt provides advice to a widow who is seeking answers on how to save for retirement and manage her finances long term. (Article no longer available).
