Media & News

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

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 …

Read More

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. …

Read More

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.

Read More

2022 April Team Newsletter

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 …

Read More

2021 Tax Return Planning March 2022

Read More

February 2022 Team Newsletter

Read More

Mitigating Volatility With Non-Traditional Investment Portfolio Diversification

Read More

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 – …

Read More

January 2022 Team Newsletter

Read More

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 …

Read More

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, …

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.