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March 2021 Newsletter
With this edition of our team’s newsletter, we waste no time in getting right down to the important aspects of your finances to pay attention …
Fixed Income Alternatives for the “Safe” Money in your Investment Portfolio
It’s not the stock market you need to worry about… Count on Kurt and the team to guide you through decisions in your investment portfolio. …
First Quarter 2021 Tax Planning Tips
Kurt Rosentreter Tax Planning Tips for Q1 2021: Canada Child Benefit, Wage Subsidy, cryptocurrency and more.
Economic Newsletter – February 2021
Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their financial predictions for the year ahead. …
Navigating Financial Waters in 2021 and Beyond
2020 and the Impact of a Pandemic on our Finances: Kurt Rosentreter Before the pandemic, e-commerce, home delivery and ordering online were growing at a …
Kurt is quoted by The Globe & Mail about how to deal with the pandemic and your finances in 2021*
Kurt Rosentreter is quoted in this opinion article “Schooled by the coronavirus pandemic, financial planners offer their No. 1 piece of advice for the year …
Second COVID-19 wave has parents struggling to decide whether they can afford to not work*
[The Globe and Mail] With schools adjusting to new online and in-person classroom setups, the pandemic has left many working parents struggling to juggle their …
Kurt Rosentreter Tax Planning Tips Q1 2020
In this quarterly edition of Tax Tips, Kurt dives into topics that include: Motor Vehicle Expenses, Employment Expenses, Travel Expenses, The Federal Carbon Tax, and …
Coronavirus, Cannabis, and the U.S. Election – Our Thoughts
Coronavirus, Cannabis, and the U.S. Election – like it or not, these are the topics we are hearing about in the news and Our Team …
Annual Economic Outlook 2020
Kurt provides his insight and summary from the Economic Club of Canada’s annual forum where they provide their predictions for the world of finance in …
2020 First Quarter Market Update
In this market update, Kurt provides a brief summary of what the market experienced in 2019 and what we can look forward to in 2020.
Team Newsletter, January 2020
Happy New Year! With this edition of our team’s newsletter, we waste no time in getting right down to the important aspects of your finances …
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