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  • E-Newsletter
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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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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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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.