First Quarter 2021 Tax Planning Tips
Tax Tickler…some points to consider…
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The 2021 Economic Forum Presented by the Top Canadian Economists
Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their financial predictions for the year ahead. We had the pleasure of sitting in this forum again in early January 2021 alongside hundreds of money managers, bankers, advisors, economists, and others.
Fixed Income Alternatives for the “Safe” Money in your Investment Portfolio
It’s not the stock market you need to worry about…
Financial Strategies for 2021 from Kurt and Team
Top Five Financial Housekeeping Items for January 2021, 2021 Financial Planning Topics, Inventor of the “4% Rule”, COVID-19 Travel Coverage, 2021 TFSA Contributions
That brief market plunge in March has served up a wealth of 2020 hindsight
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.
Important Year End Tax Planning 2020
Low Income, Tax Loss Selling, Investment Fees as a Tax Deduction, Charitable Donations, Home Office, RRSP, RESP, RRIF, Home Renovations.
When Marriage Ends…
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.
Advisors can help career changers navigate financial minefields
Kurt was featured in the Globe and Mail on how to advise and guide clients in career changes. Read more.
For investors sidelined with cash, market surge presents painful dilemma
Kurt was featured in the Globe and Mail on the effects of the pandemic and investors sidelined with cash. Read more.
Shaky markets lead some millennials to seek out financial advice
Kurt was featured in the Globe and Mail article of more young Canadians are seeking guidance and direction from financial advisors. Read more.
