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.
2025 December Team Newsletter
In this Issue • Private Equity and Your Portfolio• Importance of documenting your wishes and discussing it with your family• Foundational Investing Conversations to Share
