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

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.

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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 …

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Should parents pay for their child’s university or college costs? – Globe and Mail

Kurt was featured in a recent Globe and Mail article discussing Canadian parent’s role in paying for their children’s post-secondary education costs. Read the full …

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An Interview With a Financial Advisor

Kurt was featured in a recent article on Common Cents Investing answering some questions about financial advice, the financial service industry, and interest rates. (Article …

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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.

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Is the home ownership dream dead for millennials? Globe and Mail Feature

“The aspect of work longer, save more, only goes so far”. I was featured in the recent Globe and Mail article discussing homeownership for Millennials, …

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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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Team Newsletter, September 2019

Like it or not, Autumn is here! In this edition of our monthly newsletter, the Team discusses topics that include: The Introduction of “Essentials Managed …

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How to Actually Reach Your Financial Goals (Podcast)

Although everyone has financial goals, not everyone can reach theirs. We must take an integrated approach to managing the different components of our finances in …

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Personal Investment Strategies | How Much Do I Need to Retire? (Podcast)

Thirty years ago, retirement planning was easy – you worked until 58, and when your pension kicked in, you faded into the sunset. Today, pensions …

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Team Newsletter, August 2019

Nearing the end of the summer, our team discusses the following topics: The Inverted Yield Curve, The Federal Reserve’s Rate Cut, Real Estate Planning, and …

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ETFs for Long Term Financial Prosperity (Podcast)

There are presently thousands of products available for purchase for your Registered Retirement Savings Plan (RRSP) and other investing needs. Exchange-Traded Funds (ETFs) have quickly …

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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.