Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday December 4, 2010. In this article, Kurt provided advice on how accumulating enough retirement money. (Article no longer available).
Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio”, “Stocks, ETFs and Mutual Funds” and “Wealth Management in Canada” to Chartered Accountants in Winnipeg on behalf of the CA Institute of Manitoba. Kurt is teaching full day courses on “How to Build a Financial Plan”, …
Kurt was interviewed in the “Update on Mortgages” special feature for The Globe and Mail. In the article, Kurt discusses how decisions about the cost of a home should be balanced against your entire financial plan first. (Article no longer available).
Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio”, “Stocks, ETFs and Mutual Funds” and “Wealth Management in Canada” to Chartered Accountants across Ontario on behalf of the CA Institute of Ontario. Kurt is teaching a full day course on “How to Build a Financial …
CA Course: How to Build a Financial Plan September – November 2010 Read More »
Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday October 2nd, 2010. In this article, Kurt provided advice on how to retire in the country. (Article no longer available).
Kurt was profiled in The Globe and Mail’s “Financial Facelift” story. Kurt provided advice to a young investor on how to design a portfolio. (Article no longer available).
Kurt was profiled in The Globe and Mail’s “Financial Facelift” column on June 27, 2010. Kurt provided assistance with goal planning and prioritizing financial priorities to a young university graduate. (Article no longer available).
Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio” and “Wealth Management in Canada” to Chartered Accountants on behalf of the CA Institute of Ontario. Kurt is teaching a full day course on “How to Build a Financial Plan” to Certified General Accountants on behalf …
CA Course: How to Build a Financial Plan May – June 2010 Read More »
Kurt was profiled in The Globe and Mail national newspaper as part of the “Financial Facelift” series. In this edition, a couple with careers in the military were pondering next steps with respect to careers, real estate, retirement planning and family planning. Kurt was called upon to provide guidance to them. (Article no longer available).
Kurt was profiled in The Globe and Mail national newspaper as part of the “Financial Facelift” series. In this edition, a couple from eastern Canadian was looking for guidance with retirement planning and Kurt was called upon as the financial planning expert to provide strategies and recommendations. (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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