Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio” and “Wealth Management in Canada” to Chartered Accountants on behalf of the CA Institute of Ontario. Kurt is teaching a full day course on “How to Build a Financial Plan” to Certified General Accountants on behalf of the Ontario CGA Association.
2026 August Team Newsletter
In This Issue The “Gap-Years”: Maximizing RRSP Withdrawals While Your Income Is Low From the Desk of Evan Campbell, BAS (Hons)• Financial Advisor Associate, Manulife
