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Navigating Financial Waters in 2021 and Beyond
2020 and the Impact of a Pandemic on our Finances: Kurt Rosentreter Before the pandemic, e-commerce, home delivery and ordering online were growing at a …
Kurt is quoted by The Globe & Mail about how to deal with the pandemic and your finances in 2021*
Kurt Rosentreter is quoted in this opinion article “Schooled by the coronavirus pandemic, financial planners offer their No. 1 piece of advice for the year …
Second COVID-19 wave has parents struggling to decide whether they can afford to not work*
[The Globe and Mail] With schools adjusting to new online and in-person classroom setups, the pandemic has left many working parents struggling to juggle their …
Kurt Rosentreter Tax Planning Tips Q1 2020
In this quarterly edition of Tax Tips, Kurt dives into topics that include: Motor Vehicle Expenses, Employment Expenses, Travel Expenses, The Federal Carbon Tax, and …
Coronavirus, Cannabis, and the U.S. Election – Our Thoughts
Coronavirus, Cannabis, and the U.S. Election – like it or not, these are the topics we are hearing about in the news and Our Team …
Annual Economic Outlook 2020
Kurt provides his insight and summary from the Economic Club of Canada’s annual forum where they provide their predictions for the world of finance in …
2020 First Quarter Market Update
In this market update, Kurt provides a brief summary of what the market experienced in 2019 and what we can look forward to in 2020.
Team Newsletter, January 2020
Happy New Year! With this edition of our team’s newsletter, we waste no time in getting right down to the important aspects of your finances …
Kurt Rosentreter 2019 Year-End Tax Tips
Happy Holidays! In this edition, Kurt provides a detailed list of 2019 Year-End Tax Tips and 2019 Remuneration.
Team Newsletter, December 2019
The holidays have arrived! In this edition of our team newsletter, we touch on topics that include: Credit Union Due Diligence, Tax Loss Selling, Gift …
Kurt Rosentreter Tax Planning Tips Q4 2019
Fourth Quarter Tax Tips include the following topics: Taxable Benefits, Property Flipping, Unclaimed Bank Deposits, Protecting Your Tax Information, and Trusts for Disabled Beneficiaries.
2019 Third Quarter Update
As we head into the final months of 2019, Kurt sums up the “need-to-know” market information of the third quarter.
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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.