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

680 News: Financial Planning Week Interview

Kurt was interviewed by Mike Eppel of 680 News Talk Radio in Toronto. Click here to listen to Kurt speak about financial planning for children.

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Yahoo Finance: Lead by example when teaching teens about money

Kurt was interviewed about how to teach children good money habits at a young age. Read the full article here.

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The Star: Big ambitions need savings plan to match

Kurt was featured as the financial expert in the latest case study for the Toronto Star’s Moneyville business section. In this article, Kurt advises a …

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The Globe and Mail: Make student loans a last resort to avoid drowning in debt

Kurt was interviewed by the Canadian Press for an article discussing student debt and how best to finance an education. The comments were picked up …

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PD Day Vancouver 2012: Guest Speaker

Kurt was a featured guest speaker at “PD Day” for more than 140 Chartered Accountants in Vancouver. Kurt was asked to speak at this function …

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Course: How to Build a Financial Plan 2012

Kurt taught a course on “How to Build a Financial Plan” to a group of Chartered Accountants in Burlington, Ontario. Kurt was asked to speak …

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Ontario Chartered Accountant Institute: Wealth Management Strategies for Affluent Canadians

Kurt spoke to two groups of Chartered Accountants on two topics: “Wealth Management Strategies for Affluent Canadians” and “Building Your Own Retirement with Annuities”. Kurt …

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Toronto Entrepreneur Show 2012: 50 Strategies in 50 Minutes

Kurt was a feature presenter at the Toronto Entrepreneur Show at the Living Arts Centre in Mississauga. Kurt presented for an hour on “50 Strategies …

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Advisor Impact Interview 2012

Kurt was interviewed by Dan Richards of Advisor Impact to learn about the critical success factors in maintaining a financial advisory practice and assisting clients. …

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The Globe and Mail: How the average Canadian 30 year old needs to save

Kurt was interviewed by Rob Carrick of The Globe and Mail. The topic of the day was how the average Canadian 30 year old is …

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The Globe and Mail: Vacation Spend in Proportion to Income

Kurt was interviewed in The Globe and Mail to discuss how much money people should spend on vacations in proportion to their income. (Article no …

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The Globe and Mail: Investing in a Home Interview

Kurt commented on an article in The Globe and Mail on “Investing in A Home”. Kurt provides guidelines on buying and talks about his biggest …

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