Media & News

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

The Bottom Line: Don’t Wait For The Client to Ask for Help

Article about accountants and financial planning. Kurt was asked to write a column for The Bottom Line magazine about encouraging accountants to get involved with …

Read More

The Globe and Mail: Don’t let high management fees drain your portfolio

See Kurt’s hard hitting commentary about investment fees in Canada. Read the full article here.

Read More

National Certified General Accountant Conference: Investment Planning 2013

Kurt gave a two hour presentation at the National Certified General Accountant conference on “Investment Planning”. The presentation covered the six steps to constructing an …

Read More

Course: How to Build an Investment Portfolio, Stocks, ETF’s and Funds, Annuities and How they Work 2013

Kurt is teaching four courses “How to Build an Investment Portfolio” (full day), “Stocks, ETFs and Funds” (full day), “Annuities and How They Work” (half …

Read More

Course: Creating a Financial Plan

Kurt taught a full day course called “Creating a Financial Plan” for the Certified General Accountant Association of Ontario.

Read More

Ontario Dental Magazine: Children and Money

Kurt wrote an article for the Ontario Dentist Magazine, a monthly publication to provide Ontario dentists with practice management advice. In the article, Kurt discussed …

Read More

The Globe and Mail: RRSP Contributions to Young Canadians

Kurt was interviewed in The Globe and Mail to discuss the importance of RRSP contributions to young Canadians. (Article no longer available).

Read More

The Globe and Mail: Freedom Age 70

A hard hitting interview on the realities of retirement planning where the Globe and Mail interviewed Kurt and his viewpoint on “Freedom age 70”. (Article …

Read More

The Globe and Mail: Advice for Recently Widowed

Kurt provides advice to a widow who is seeking answers on how to save for retirement and manage her finances long term. (Article no longer …

Read More

The Lang & O’Leary Exchange: RRSPs vs. Tax Free Savings Accounts

Kurt was interviewed on CBC TV’s “The Lang & O’Leary Exchange” national TV show about the pros and cons of RRSPs vs. Tax Free Savings …

Read More

The Globe and Mail: Who will benefit most from the TFSA increase?

Kurt was interviewed by The Globe and Mail on the day that Federal Government announced an increase to the annual Tax Free Savings Account limit. …

Read More

The Globe and Mail: Financial Planning Brings Proven Peace of Mind and Sense of Control

Kurt was featured in a Globe and Mail article about goals and financial planning during Canada’s Financial Planning Week. Read the full article.

Read More

The Advisor and Manulife Securities Incorporated, Manulife Securities Investment Services Inc. (“Manulife Securities”) and/or Manulife Securities Insurance Inc. do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of the advisor or Manulife Securities. The information in this communication is subject to change without notice.

This publication contains opinions of the writer and may not reflect opinions of the Advisor and Manulife Securities Incorporated, Manulife Securities Investment Services Inc. (“Manulife Securities”) and/or Manulife Securities Insurance Inc. The information contained herein was obtained from sources believed to be reliable, no representation, or warranty, express or implied, is made by the writer, Manulife Securities or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal or account advice. As each situation is different you should consult your own professional Advisors for advice based on your specific circumstances.