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  • All
  • E-Newsletter
  • Media
  • Public Speaking
  • Tax Planning Tips
  • Uncategorized

Budget like a boss in 3 easy steps

Kurt was featured in an American journal to discuss financial management for university graduates and young professionals. (Article no longer available).

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Budget Like a Boss in 3 Easy Steps

Kurt is featured on this budgeting article where he outlines the importance of incorporating every aspect of your cashflow picture when building your personal budget.

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Team E-Newsletter July 2018

Financial tips from our entire team on the following topics: The introduction of Upper Canada Capital, Income Tax Installments, Debt and Rising Interest Rates, Trade …

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Kurt Rosentreter Tax Planning Tips Q3 2018

Kurt’s latest tax tips on Subsidized Meals, Employer-Sponsored Events, Directors – Can they be Liable, Donation Receipts, Interest Deductibility.

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A new way of knowing how your investments are doing

Kurt was recently interviewed by the Globe and Mail regarding the second phase of the new Client Relationship Model introduced by the Canadian Securities Administrators. …

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Kurt Rosentreter Tax Planning Tips Q2 2018

Tax tips from Kurt on topics including Digital Currency, Paying Salary to Family Members, Corporate Passive Income, Auto Allowances GST/HST Claims, and the risks of …

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Stocks are soaring. Is it time for an autumn harvest?

Kurt commented to the Globe and Mail on how to benefit from roaring stock market and discussed strategic and tactical rebalancing. Read the article.

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Comprehensive Tax Planning in 2017

Kurt gave a presentation on September 27, 2017 to sixty retired individuals and couples on tax planning.

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What is the ideal retirement portfolio for your 50s?

Kurt commented to The Globe and Mail ‎on retirement and taxes. Read the full article here.

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Sudden wealth – how not to blow it

The Globe and Mail interviews Kurt to talk about how to manage people who suddenly find themselves with a lot of money. Read the article.

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How boomers living the high life are at risk in retirement

Kurt’s most recent e-newsletter was picked up by The Globe and Mail and Rob Carrick interviewed Kurt for some specific commentary. Read the article.

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Stocks are soaring. Is it time for an autumn harvest?

Kurt commented to the Globe and Mail on how to benefit from the roaring stock market and discussed strategic and tactical rebalancing. Read the article.

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