E-Newsletter

Kurt breaks down by age groups, the important financial lessons that children should learn to guide them to financial stability later in life.

Back in January, Kurt attended an event hosted by the Economic Club of Canada called, “Ahead of the Curve”. After a night of predictions from Chief Economists from Canada’s largest banks, Kurt provides us with his key takeaways.

As a follow-up to the release of the 2019 Federal Budget, Kurt provides a short summary on the key points that may affect you.

The Upper Canada Capital team shook off the frost from a chilly February to provide information on the following topics: Deciding Between RRSP Contributions or Paying Down your Mortgage, Choosing Between your RRSP or TFSA, Overcontribution Penalities, Calculating your RRSP Contribution, The Home Buyers’ Plan, and What You Need to Know about Spousal RRSPs.

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.

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.

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.