Kurt was interviewed for a national personal finance article from Morningstar, asked to give his opinion on whether Canadians carry too much debt. Read the entire article here.
Kurt was featured in an article written by Garry Marr for the The National Post. The article titled “Condo Buyers look to Asians for Returns” interviewed Kurt for his opinion on condominiums to live in and for investment. Kurt criticized condos as unstable investments that should be avoided. (Article no longer available).
Kurt was asked to be the guest speaker at the Toronto Dental Implant Study Club, an association of dentists and dental specialists from across Toronto. Kurt spoke for an hour on 65 different financial issues that medical professionals struggle with and provided answers on how to deal with each one.
Kurt was profiled as one of Canada’s top financial advisors in The National Post, as promoted by The Accretive Advisor, a third party evaluation firm.
Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday March 25, 2011. In this article, Kurt provides guidance to a young, single professional in Toronto about how much money to spend on a first home. (Article no longer available).
Kurt completed a two hour presentation on tax planning strategies for a large group of administrators for the Toronto District School Board.
Kurt was featured by The Globe and Mail newspaper as the expert in a webinar session. The topic of the day was last minute RRSP tips and readers emailed questions with Kurt emailing answers back. (Article no longer available).
Kurt was the key note speaker for an afternoon presentation on tax planning for retired teachers.
Kurt was interviewed by the Toronto Star newspaper to provide expert commentary on mortgages and debt levels of Canadians. Read the article.
Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday, January 22, 2011. In this article, Kurt talks about how young people are spending too much money on their first home, leaving them in a pool of debt and choking off money for other spending. (Article no longer available).
Financial consultant in Toronto, Ontario
Professional financial advisors and wealth planners with decades of experience based in Toronto.
2848 Bloor St. West.
Etobicoke, ON M8X 1A9
Business: (416) 628-5761 Ext. 0
Toll-free: 1-866-275-5878
Fax: (416) 225-8650
Upper Canada Capital is our trade name (i.e. business name) under which we offer all our services. Upper Canada Capital is a trade name used for both securities business and insurance business. Stocks, bonds, and mutual funds are offered through Manulife Wealth Inc. Financial plans are offered through Manulife Wealth Inc. Insurance products & services are offered through Upper Canada Capital Inc. and Manulife Wealth Insurance Inc. Manulife Wealth related companies are 100% owned by The Manufacturers Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Wealth website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.
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