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

When Marriage Ends…

Kurt was featured in the Medical Post with valuable information on what to expect and what needs to be prepared when faced with the end …

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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 …

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Advisors can help career changers navigate financial minefields

Kurt was featured in the Globe and Mail on how to advise and guide clients in career changes. Read more.

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For investors sidelined with cash, market surge presents painful dilemma

Kurt was featured in the Globe and Mail on the effects of the pandemic and investors sidelined with cash. Read more.

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Shaky markets lead some millennials to seek out financial advice

Kurt was featured in the Globe and Mail article of more young Canadians are seeking guidance and direction from financial advisors. Read more.

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Six ways advisors can help millennials keep calm

Kurt was featured in the Globe and Mail article on how to help millennials keep calm. Read the full article.

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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 …

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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 …

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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 …

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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.

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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 …

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Advice on how to improve your finances from people who have heard all your excuses

Kurt was asked the following question by Globe and Mail Personal Finance Columnist Rob Carrick, “Based on your years of experience, what have you found …

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