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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, …
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 …
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. …
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.