The team provides strategic financial tips on the following topics: Financial Resolutions for 2019, Tax Planning Opportunities, Long-term Investing with Market Volatility, Reflecting on Financial Goals, Changes to the TFSA Contribution Limit, and Tax Reduction through Prescribed Loans.
Kurt sums up the volatility that defined the financial markets in 2018 and offers a brief outlook for 2019.
Kurt provides tax planning tips on the following topics: Retaining Employment Insurance Benefits, Director’s Liability, Tax on Split Income, and Contractor vs. Employee.
Strategic financial tips from the entire team on the following topics: Lending Money to Your Family, The Power of Consolidating all of Your Assets, the Effects on the Dairy Industry following the new NAFTA, and the Benefits of Periodic Saving.
Kurt is featured on this Globe & Mail article where he details the benefits of using a certified professional when planning your retirement.
Kurt is featured on this budgeting article where he outlines the importance of incorporating every aspect of your cashflow picture when building your personal budget.
Financial tips from our entire team on the following topics: The introduction of Upper Canada Capital, Income Tax Installments, Debt and Rising Interest Rates, Trade Tariffs, Exchange Traded Funds.
Kurt’s latest tax tips on Subsidized Meals, Employer-Sponsored Events, Directors – Can they be Liable, Donation Receipts, Interest Deductibility.
Tax tips from Kurt on topics including Digital Currency, Paying Salary to Family Members, Corporate Passive Income, Auto Allowances GST/HST Claims, and the risks of being Tax Non-Compliant as a U.S. Citizen.
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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