Media & News

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

Financial Planning For Children

Kurt breaks down by age groups, the important financial lessons that children should learn to guide them to financial stability later in life.

Read More

The Chief Economists Speak!

Back in January, Kurt attended an event hosted by the Economic Club of Canada called, “Ahead of the Curve”. After a night of predictions from …

Read More

Happy Federal Budget Week!

As a follow-up to the release of the 2019 Federal Budget, Kurt provides a short summary on the key points that may affect you.

Read More

Life at Age 50: An Ugly Financial Reality is the New Mid-Life Crisis

An article by Kurt about the importance of goal based financial planning, and the difficulty in managing the convergence of life’s “big three” financial goals …

Read More

Team E-Newsletter February 2019

The Upper Canada Capital team shook off the frost from a chilly February to provide information on the following topics: Deciding Between RRSP Contributions or …

Read More

Team E-Newsletter January 2019

The team provides strategic financial tips on the following topics: Financial Resolutions for 2019, Tax Planning Opportunities, Long-term Investing with Market Volatility, Reflecting on Financial …

Read More

2018 Fourth Quarter Update

Kurt sums up the volatility that defined the financial markets in 2018 and offers a brief outlook for 2019.

Read More

Kurt Rosentreter Tax Planning Tips Q4 2018

Kurt provides tax planning tips on the following topics: Retaining Employment Insurance Benefits, Director’s Liability, Tax on Split Income, and Contractor vs. Employee.

Read More

Team E-Newsletter November 2018

Strategic financial tips from the entire team on the following topics: Lending Money to Your Family, The Power of Consolidating all of Your Assets, the …

Read More

Who Should Handle Your Nest Egg?

Kurt is featured on this Globe & Mail article where he details the benefits of using a certified professional when planning your retirement.

Read More

Budget Like a Boss in 3 Easy Steps

Kurt is featured on this budgeting article where he outlines the importance of incorporating every aspect of your cashflow picture when building your personal budget.

Read More

Team E-Newsletter July 2018

Financial tips from our entire team on the following topics: The introduction of Upper Canada Capital, Income Tax Installments, Debt and Rising Interest Rates, Trade …

Read More

The Advisor and Manulife Securities Incorporated, Manulife Securities Investment Services Inc. (“Manulife Securities”) and/or Manulife Securities Insurance Inc. do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of the advisor or Manulife Securities. The information in this communication is subject to change without notice.

This publication contains opinions of the writer and may not reflect opinions of the Advisor and Manulife Securities Incorporated, Manulife Securities Investment Services Inc. (“Manulife Securities”) and/or Manulife Securities Insurance Inc. The information contained herein was obtained from sources believed to be reliable, no representation, or warranty, express or implied, is made by the writer, Manulife Securities or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal or account advice. As each situation is different you should consult your own professional Advisors for advice based on your specific circumstances.