Kurt was profiled in The Globe and Mail’s “Financial Facelift” story. Kurt provided advice to a young investor on how to design a portfolio. (Article no longer available).
In this Issue• Make the Most of Year-End: Understanding Tax-Loss Selling in Canada• RRIF Withdrawals: How to Eliminate the Need for Tax Installments• The Simple
Tax Tidbits… Some quick points to consider… Voluntary Disclosures: Changes to the Program The voluntary disclosures program (VDP) provides taxpayers with a chance to correct
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Professional financial advisors and wealth planners with decades of experience based in Toronto.
2848 Bloor St. West.
Etobicoke, ON M8X 1A9
Business: (416) 628-5761 Ext. 0
Toll-free: 1-866-275-5878
Fax: (416) 225-8650
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