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

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 …

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Q3 2022 Tax Planning Tips

Tax Tidbits . . . some quick points to consider.

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Q3 2022 Tax Planning Tips

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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, …

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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 …

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2022 August Team Newsletter

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Q2 2022 Tax Planning Tips

Tax Tidbits . . . some quick points to consider.

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Q2 2022 Tax Planning Tips

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2022 May Team Newsletter

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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 …

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Q&A Newsletter from April 2022 about world events & markets

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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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