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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.
Q2 2022 Tax Planning Tips
Tax Tidbits . . . some quick points to consider.
Saving not for retirement but for a new baby
Kurt was recently featured in a talk show interview on the SiriusXM Radio Canada Talks show ‘Moolala: Money Made Simple’ with Bruce Sellery. Bruce and Kurt had a conversation about financial considerations to think about before and after a new baby arrives. Listen here.
The rise of ‘finfluencers’ – how social media affects financial planning
Kurt was interviewed by The Globe & Mail on the growing amount of financial advice on social media. The article discusses how an increasing amount of youth are attracted to this type of content, and the dangers of going to unregulated media platforms or unlicensed influencers for detailed advice. He goes on to discuss potential …
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