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  • E-Newsletter
  • Media
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  • Tax Planning Tips
  • Uncategorized

Chartered Professional Accountant Presentation May 2015

Kurt was asked to speak about designing a personal investment portfolio and how to create a retirement income in Ottawa. He addressed an audience of …

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ETF Association of Canada’s national conference: Practice Management 2015

Kurt was one of two expert speakers on practice management at the ETF Association of Canada’s national conference. Kurt told approximately one hundred and fifty …

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9 Money Myths That Experts Wish You’d Stop Believing

Kurt was interviewed about the cost of living in retirement. See his comments here.

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CTV National News Interview: Impact of a Higher Tax Free Savings Account Limit”

Kurt was interviewed by CTV National News for his opinion on the impact of a higher Tax Free Savings Account Limit”. (Link no longer available).

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The Globe and Mail Interview: Doubling the annual contribution limit for TFSAs in Canada.

Kurt was interviewed by The Globe and Mail for his opinion on the recent news that the Federal Government is considering doubling the annual contribution …

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A reality check for millennials aiming to buy a house

Kurt was featured in an article by Rob Carrick of The Globe and Mail talking about the appropriate age for young people to buy a …

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Debt casts shadow on this family’s savings plan

Kurt provided expert commentary to a 30 something couple with a large mortgage in today’s Globe and Mail “Financial Facelift” column. Read the full commentary …

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Ten common mistakes DIY investors make

Kurt was interviewed by The Globe and Mail to discuss the Top Mistakes made by Do-It-Yourself Investors. Read Kurt’s comments here.

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The Globe and Mail Interview: Realities of Little Savings and Heavy Debt Loads

Kurt discusses the realities of little savings and heavy debt loads in this recent Globe and Mail Financial Facelift based on real life situations. (Article …

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The Globe and Mail Interview: Retiree Worrying About Money

Kurt was asked to be the financial expert in the Globe and Mail’s weekly Financial Facelist case study story. See what Kurt told a retiree …

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Canadian Family: House Proud

Read Kurt’s expert commentary for Canadian Family Magazine on the affordability of a home for young Canadians in 2014. Read the full article here.

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The Globe and Mail Interview: Retirement Planning for Canadians

Kurt was interviewed by The Globe and Mail to discuss the status of retirement planning for Canadians. (Article no longer available).

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