Kurt was interviewed by The Globe and Mail to talk about financial planning and Generation X. He helps to prioritize saving vs spending and other financial “to do’s”. (Article no longer available).
Kurt commented in a Globe and Mail profile piece about an Order of Canada recipient who made volunteering a part of their retirement plan. Kurt provided direction on what it takes in your finances to fit in time for volunteer work. (Article no longer available).
Kurt was interviewed for Today’s Parent national magazine and discussed personal financial planning for young families. Read the article and Kurt’s comments here.
Kurt was asked to provide expert financial commentary to the most recent case study published in the Report on Business section of The Globe and Mail. In this case, a couple in BC is looking to understand if they can afford to buy a bigger home, how to plan for their retirement and some investment …
Kurt was interview for the Financial Post on the question he is asking his clients this year regarding rate spikes. (Article no longer available).
Kurt was inteviewed for Yahoo finance to provide financial planning tips for 2014 as we close out 2013. Read the full article here.
Article about accountants and financial planning. Kurt was asked to write a column for The Bottom Line magazine about encouraging accountants to get involved with financial planning services. Read the full article here.
See Kurt’s hard hitting commentary about investment fees in Canada. Read the full article here.
Kurt is teaching four courses “How to Build an Investment Portfolio” (full day), “Stocks, ETFs and Funds” (full day), “Annuities and How They Work” (half day), and “Understanding Canadian Wealth Management Options from Banks and Brokerages” (half day) for the Manitoba Chartered Accountant Association in Winnipeg.
Kurt taught a full day course called “Creating a Financial Plan” for the Certified General Accountant Association of Ontario.
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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