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Building an investment portfolio to match life goals
Kurt wrote an article for Chartered Professional Accountants British Columbia (CPABC) on the need for goal-based financial planning. The article takes a detailed look into …
Canadians still sitting on large cash balances
Kurt was interviewed in The Globe & Mail regarding large cash balances being held during the pandemic, and the opportunity cost of sitting on cash. …
Real estate, divorce make a toxic mix
Kurt was interviewed in The Globe & Mail regarding tax and financial planning considerations while splitting real estate assets in divorce. Read more.
How advisors can help gig economy workers avoid costly missteps this tax season
Kurt was interviewed in The Globe & Mail to talk about the ‘gig economy’ and how variable income individuals can reduce tax mistakes through comprehensive …
January 2022 Team Newsletter
Client Focused Reforms, 2022 Economic Outlook, Deferring the Canada Pension Plan (CPP), Tax Free Saving Accounts (TFSA), 2022 Financial Resolutions Checklist, Rising Interest Rates – …
Kurt Rosentreter Year End Tax Planning Tips 2021
Market Review, Tax loss selling, How to Prepare for Rising Interest Rates, Helping Your Favorite Charity By Donating Stocks Rather Than Cash – A Tax …
2021 December Year End Team Newsletter
Market ReviewBy Jordan Campbell, CFA Portfolio Manager Tax loss sellingBy Gerdi Lito, CFA Financial Advisor Associate How to Prepare for Rising Interest RatesBy Frank Valicek, …
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