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Can Finfluencers Be Trusted?
Kurt was recently interviewed on TVO Today’s The Agenda with Steve Paikin about the recent rise is popularity of financial influencers (or “finfluencers”). Watch the …
Q3 2022 Tax Planning Tips
Tax Tidbits . . . some quick points to consider.
2022 September Team Newsletter
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities Incorporated,President, Upper Canada Capital Inc.Life Insurance Advisor, …
5 Recession-Ready Tips for Savers and Investors
Kurt was in the news recently, commenting on a piece for NerdWallet about the likelihood of a recession and tips to manage your finances during …
Q2 2022 Tax Planning Tips
Tax Tidbits . . . some quick points to consider.
Saving not for retirement but for a new baby
Kurt was recently featured in a talk show interview on the SiriusXM Radio Canada Talks show ‘Moolala: Money Made Simple’ with Bruce Sellery. Bruce and …
The rise of ‘finfluencers’ – how social media affects financial planning
Kurt was interviewed by The Globe & Mail on the growing amount of financial advice on social media. The article discusses how an increasing amount …
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