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

The Globe and Mail: Financial Facelift July 2010

Kurt was profiled in The Globe and Mail’s “Financial Facelift” story. Kurt provided advice to a young investor on how to design a portfolio. (Article …

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The Globe and Mail: Financial Facelift June 2010

Kurt was profiled in The Globe and Mail’s “Financial Facelift” column on June 27, 2010. Kurt provided assistance with goal planning and prioritizing financial priorities …

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CA Course: How to Build a Financial Plan May – June 2010

Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio” and “Wealth Management in Canada” to …

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The Globe and Mail: Financial Facelift April 2010

Kurt was profiled in The Globe and Mail national newspaper as part of the “Financial Facelift” series. In this edition, a couple with careers in …

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The Globe and Mail: Financial Facelift February 2010

Kurt was profiled in The Globe and Mail national newspaper as part of the “Financial Facelift” series. In this edition, a couple from eastern Canadian …

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Guest Speaker: RRSP Planning and on Strategic Wealth Planning for Affluent Canadians

Kurt was asked to be a guest speaker at the Canadian Investment Show at the Royal York Hotel in Toronto. Kurt presented two 45 minute …

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The Globe and Mail: Interview Report on RRSPs

The Globe and Mail’s “Report on RRSPs” special edition interviewed Kurt about why more Canadians don’t take advantage of their employer’s pension plans and the …

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Toronto Star: Reshaping your finances

Toronto Star Newspaper article “Reshaping Your Finances” interviewed Kurt for comments on key financial planning resolutions for 2010.

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Chartered Accountants Ontario, Manitoba: 3 Courses October – December 2009

Kurt taught three courses (What is Wealth Management Course, How to Build a Financial Plan Course and How to Build an Investment Portfolio Course) for …

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The Globe and Mail: Financial Facelift December 2009

Kurt was profiled in The Globe and Mail national newspaper where he provided financial planning advice to Canadians who had submitted information to the newspaper …

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CityTV Interview: Tax Planning

Kurt was a guest on City TV in Toronto, Toronto’s most popular breakfast television channel. Kurt was interviewed about tax planning and why it is …

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Guest Presenter: Toronto Beaches Moment Group

Kurt presented gave a one hour talk to the Toronto Beaches Moment group, a group of stay-at-home mom’s on maternity leave. The talk covered cash …

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