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

Understanding Life Insurance | How to Choose and Purchase Life Insurance (Podcast)

If you are the primary income earner for a family that includes dependents and you die, your family will no longer have your income to …

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How to do Estate Planning | Issues and Solutions (Podcast)

Poor estate planning can leave our family members battling over money, property and goods like the artwork on our walls when we are gone. Inadequate …

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Creating an Investment Portfolio in 6 Easy Steps (Podcast)

Whether you are considering Registered Education Savings Plans (RESPs) for your children’s future or Registered Retirement Savings Plans (RRSPs) for your own retirement needs, personal …

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Team Newsletter, July 2019

This summer’s team newsletter discusses the following topics: Recession Indicators, Money University for Young Adults, Children’s Education Savings, and the Effects of Foreign Currency moves.

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Kurt Rosentreter Tax Planning Tips Q2 2019

As we get into warmer weather, Kurt delivers his tips on such topics as the Home Buyers’ Plan & First-Time Home Buyer Incentive, Medical Expense …

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How Will You Manage the Gap?

Kurt outlines an issue that many overlook – the adjustment to decreased income during retirement. Without a defined benefit pension, planning early is your only …

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Kurt Rosentreter Tax Planning Tips Q1 2019

The latest tax tips from Kurt Rosentreter on topics such as Childcare Costs, Travel Expenses for your Commute, Federal Carbon Tax, and the recent changes …

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Financial Planning For Children

Kurt breaks down by age groups, the important financial lessons that children should learn to guide them to financial stability later in life.

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The Chief Economists Speak!

Back in January, Kurt attended an event hosted by the Economic Club of Canada called, “Ahead of the Curve”. After a night of predictions from …

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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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