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

March 2023 Team Newsletter

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Q1 2023 Tax Planning Tips

Tax Tidbits… Some Quick Points to Consider Covid Benefits: Review/Audit Activity On December 6, 2022, the Auditor General of Canada released its report on COVID …

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Q1 2023 Tax Planning Tips

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Why Health Care is Becoming A Growing Part of More Advisors’ Practices

Kurt commented on a piece for the Globe and Mail recently regarding health care and the role it plays in financial advisors’ practices. Click HERE to view the …

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2023 February Team Newsletter

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2022 Income Tax Season: Tips from Kurt

Hello! It’s my favourite time of the year – income tax filing season! We are closing in on the 2022 personal income tax filing deadline …

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2023 Economic Outlook Breakfast Meeting

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Why financial literacy needs to be tied to kids’ real lives to sink in

Kurt recently commented on a piece by The Globe and Mail about financial literacy, and how to engage kids. Read more.

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2022 December Team Newsletter

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Q4 2022 Tax Planning Tips

Tax Tidbits . . . some quick points to consider.

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Q4 2022 Tax Planning Tips

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Retirement this year? designing your cash flow without a pay cheque

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