Kurt was interviewed by the Canadian Press for an article discussing student debt and how best to finance an education. The comments were picked up by several of Canada’s largest newspapers. Read the full article here.
Kurt taught a course on “How to Build a Financial Plan” to a group of Chartered Accountants in Burlington, Ontario. Kurt was asked to speak by the Ontario Chartered Accountant Institute.
Kurt was interviewed by Dan Richards of Advisor Impact to learn about the critical success factors in maintaining a financial advisory practice and assisting clients. The video is distributed to thousands of financial advisors across Canada.
Kurt was interviewed by Rob Carrick of The Globe and Mail. The topic of the day was how the average Canadian 30 year old is screwed and may struggle to get ahead financially. (Video no longer available).
Kurt was interviewed in The Globe and Mail to discuss how much money people should spend on vacations in proportion to their income. (Article no longer available).
Kurt commented on an article in The Globe and Mail on “Investing in A Home”. Kurt provides guidelines on buying and talks about his biggest fear in Canadian real estate in the next few years. (Article no longer available).
Kurt participated in the “Financial Road Map” series for The Globe and Mail newspaper where he answered questions to small business owners about financial planning. Here is the link to all the questions that Kurt answered: (Article no longer available).
Kurt was interviewed in the national post to discuss the debt levels that the average Canadian now carries and the problems it causes. (Article no longer available).
Kurt was asked to serve as the financial expert a feature in The Globe and Mail called “ask an expert” where Canadian small business owners can email financial questions about starting and managing a business and Kurt will provide the answers. Kurt also wrote an article that was published in The Globe and Mail discussing …
Kurt was interviewed by CA Magazine, the national monthly publication for Chartered Accountants in Canada, and asked to provide his opinions on family financial planning. (Article no longer available).
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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