Kurt was invited by the Chartered Accountant Institute of BC to teach four days of courses on retirement planning, investing, estate planning, insurance, taxes, children’s savings, debt and real estate planning to Chartered Accountants from across BC. Kurt taught three courses on investing, how to create a financial plan and affluent investing and wealth management in Canada to Chartered Accountant members of the Ontario CA Institute.
Market News – Q2 2026
Navigating 2026 Market ConditionsFirst Quarter Update March 2026 What Happened This Quarter & What is Ahead By Gerdi Lito, CFA, Portfolio Manager, Manulife Wealth Inc.