Toronto Star: Reshaping your finances
Toronto Star Newspaper article “Reshaping Your Finances” interviewed Kurt for comments on key financial planning resolutions for 2010.
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Chartered Accountants Ontario, Manitoba: 3 Courses October – December 2009
Kurt taught three courses (What is Wealth Management Course, How to Build a Financial Plan Course and How to Build an Investment Portfolio Course) for Chartered Accountants across Ontario and Manitoba, with full day seminars in the following cities: Markham, Toronto, Barrie, Waterloo, Kitchener, London, Mississauga and Winnipeg. Kurt continues to be a qualified instructor …
Chartered Accountants Ontario, Manitoba: 3 Courses October – December 2009 Read More »
The Globe and Mail: Financial Facelift December 2009
Kurt was profiled in The Globe and Mail national newspaper where he provided financial planning advice to Canadians who had submitted information to the newspaper as part of their weekly “Financial Facelift” series. In 2009, Kurt was asked to comment in the national newspapers, radio or television ten times on matters of investment planning, retirement …
The Globe and Mail: Financial Facelift December 2009 Read More »
CityTV Interview: Tax Planning
Kurt was a guest on City TV in Toronto, Toronto’s most popular breakfast television channel. Kurt was interviewed about tax planning and why it is bad to get a tax refund after filing your tax return.
Guest Presenter: Toronto Beaches Moment Group
Kurt presented gave a one hour talk to the Toronto Beaches Moment group, a group of stay-at-home mom’s on maternity leave. The talk covered cash flow management, tax planning, RESPs, getting a Will prepared, life insurance and deal with the mortgage..
Featured Speakers: Mining Companies
Kurt was the featured speaker at a downtown Toronto function hosted by one of the world’s largest mining companies. Kurt spoke for 90 minutes on sensible financial strategies for troubled times, providing guidance on money management in the face of job loss, falling stock markets and falling home values.
Wealth Management Seminar: Toronto Law Firm 2009
Kurt presented a 90 minute seminar on wealth management for lawyers and staff at a large Toronto law firm.
Financial Forum: Educational Seminars 2009
Kurt and his advisory team provided educational seminars on tax planning, estate planning, investing and retirement at the Toronto Financial Forum, offering twelve sessions over three days. Kurt was also asked to headline the main stage on Saturday afternoon, speaking on the topic of “Financial Planning in the 2009 Recession” to more than 300 people. …
Kurt’s Public Speaking Events: 2008
April 20th: Noon: “Estate Planning & The United Church” Eglinton St. Georges United ChurchMay 7th: “Personal Investing Course” Holiday Inn, Markham, OntarioMay 9th: “Creating a Financial Plan Course” Institute of Chartered Accountants of Ontario Head OfficeMay 14th: “Personal Finance Case Studies Course” Institute of Chartered Accountants of Ontario Head OfficeMay 20th: “Creating a Financial Plan …
Kurt’s Public Speaking Events: 2007
January 2007: Attend Kurt’s eighth annual four day series of presentations at the Toronto Financial Forum, Canada’s largest financial show open to the public. Over four days, Kurt and partners offer sixteen presentations teaching about tax planning, estate planning, investing, retirement planning and more. Stay for each show and try to win one of Kurt’s …
