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).
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).
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.
Powered by WiseMedia