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

February 2021 Rosentreter Team Newsletter

Tired of GICs at Low Rates?, RRSP Deadline, Things to consider before completing your RRSP contribution, Individual and group RRSPs, Tax Slips, RRSP and Home …

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Fixed Income Alternatives for the “Safe” Money in your Investment Portfolio

It’s not the stock market you need to worry about… Count on Kurt and the team to guide you through decisions in your investment portfolio. …

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First Quarter 2021 Tax Planning Tips

Kurt Rosentreter Tax Planning Tips for Q1 2021: Canada Child Benefit, Wage Subsidy, cryptocurrency and more.

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Economic Newsletter – February 2021

Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their financial predictions for the year ahead. …

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First Quarter 2021 Tax Planning Tips

Tax Tickler…some points to consider…

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The 2021 Economic Forum Presented by the Top Canadian Economists

Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their financial predictions for the year ahead. …

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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 …

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Fixed Income Alternatives for the “Safe” Money in your Investment Portfolio

It’s not the stock market you need to worry about…

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Financial Strategies for 2021 from Kurt and Team

Top Five Financial Housekeeping Items for January 2021, 2021 Financial Planning Topics, Inventor of the “4% Rule”, COVID-19 Travel Coverage, 2021 TFSA Contributions

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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 …

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That brief market plunge in March has served up a wealth of 2020 hindsight

Kurt was interviewed by The Globe & Mail to discuss lessons learned as an investor in the ups and downs of pandemic investing in 2020. …

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Important Year End Tax Planning 2020

Low Income, Tax Loss Selling, Investment Fees as a Tax Deduction, Charitable Donations, Home Office, RRSP, RESP, RRIF, Home Renovations.

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