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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 …
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 …
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 …
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. …
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.
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.
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.
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 …
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 …
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 …
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 …
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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