Top Five Financial Housekeeping Items for January 2021, 2021 Financial Planning Topics, Inventor of the “4% Rule”, COVID-19 Travel Coverage, 2021 TFSA Contributions
Kurt was interviewed by The Globe & Mail to discuss lessons learned as an investor in the ups and downs of pandemic investing in 2020. Read more.
Low Income, Tax Loss Selling, Investment Fees as a Tax Deduction, Charitable Donations, Home Office, RRSP, RESP, RRIF, Home Renovations.
Kurt was featured in the Medical Post with valuable information on what to expect and what needs to be prepared when faced with the end of marriage. Read more.
Kurt was featured in the Globe and Mail on how to advise and guide clients in career changes. Read more.
Kurt was featured in the Globe and Mail on the effects of the pandemic and investors sidelined with cash. Read more.
Kurt was featured in the Globe and Mail article of more young Canadians are seeking guidance and direction from financial advisors. Read more.
Kurt was featured in the Globe and Mail article on how to help millennials keep calm. Read the full article.
Kurt was asked the following question by Globe and Mail Personal Finance Columnist Rob Carrick, “Based on your years of experience, what have you found to be the most empowering, difference-making advice to help people manage their finances better?” Read Kurt’s response.
Kurt was featured in a recent Globe and Mail article discussing Canadian parent’s role in paying for their children’s post-secondary education costs. Read the full article here.
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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