Kurt and his advisory team provided educational seminars on tax planning, estate planning, investing and retirement at the Toronto Financial Forum, offering twelve sessions over three days. Kurt was also asked to headline the main stage on Saturday afternoon, speaking on the topic of “Financial Planning in the 2009 Recession” to more than 300 people. Copies of Kurt’s slides can be downloaded on the newsletter page of this website.
2026 August Team Newsletter
In This Issue The “Gap-Years”: Maximizing RRSP Withdrawals While Your Income Is Low From the Desk of Evan Campbell, BAS (Hons)• Financial Advisor Associate, Manulife