Why financial literacy needs to be tied to kids’ real lives to sink in
Kurt recently commented on a piece by The Globe and Mail about financial literacy, and how to engage kids. Read more.
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Q4 2022 Tax Planning Tips
Tax Tidbits . . . some quick points to consider.
Can Finfluencers Be Trusted?
Kurt was recently interviewed on TVO Today’s The Agenda with Steve Paikin about the recent rise is popularity of financial influencers (or “finfluencers”). Watch the segment by clicking here.
Q3 2022 Tax Planning Tips
Tax Tidbits . . . some quick points to consider.
2022 September Team Newsletter
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities Incorporated,President, Upper Canada Capital Inc.Life Insurance Advisor, Manulife Securities Insurance Inc.Kurt.Rosentreter@manulifesecurities.ca What We Did All Summer It was a busy summer with all the team (nine people) back in the office (at 2848 Bloor St. West). All …
5 Recession-Ready Tips for Savers and Investors
Kurt was in the news recently, commenting on a piece for NerdWallet about the likelihood of a recession and tips to manage your finances during this time. Read More.
