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Happy Federal Budget Week!

As a follow-up to the release of the 2019 Federal Budget, Kurt provides a short summary on the key points that may affect you.

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Life at Age 50: An Ugly Financial Reality is the New Mid-Life Crisis

An article by Kurt about the importance of goal based financial planning, and the difficulty in managing the convergence of life’s “big three” financial goals …

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Team E-Newsletter February 2019

The Upper Canada Capital team shook off the frost from a chilly February to provide information on the following topics: Deciding Between RRSP Contributions or …

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Team E-Newsletter January 2019

The team provides strategic financial tips on the following topics: Financial Resolutions for 2019, Tax Planning Opportunities, Long-term Investing with Market Volatility, Reflecting on Financial …

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2018 Fourth Quarter Update

Kurt sums up the volatility that defined the financial markets in 2018 and offers a brief outlook for 2019.

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Kurt Rosentreter Tax Planning Tips Q4 2018

Kurt provides tax planning tips on the following topics: Retaining Employment Insurance Benefits, Director’s Liability, Tax on Split Income, and Contractor vs. Employee.

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Team E-Newsletter November 2018

Strategic financial tips from the entire team on the following topics: Lending Money to Your Family, The Power of Consolidating all of Your Assets, the …

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Who Should Handle Your Nest Egg?

Kurt is featured on this Globe & Mail article where he details the benefits of using a certified professional when planning your retirement.

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Budget Like a Boss in 3 Easy Steps

Kurt is featured on this budgeting article where he outlines the importance of incorporating every aspect of your cashflow picture when building your personal budget.

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Team E-Newsletter July 2018

Financial tips from our entire team on the following topics: The introduction of Upper Canada Capital, Income Tax Installments, Debt and Rising Interest Rates, Trade …

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Kurt Rosentreter Tax Planning Tips Q3 2018

Kurt’s latest tax tips on Subsidized Meals, Employer-Sponsored Events, Directors – Can they be Liable, Donation Receipts, Interest Deductibility.

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Kurt Rosentreter Tax Planning Tips Q2 2018

Tax tips from Kurt on topics including Digital Currency, Paying Salary to Family Members, Corporate Passive Income, Auto Allowances GST/HST Claims, and the risks of …

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