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Kurt
has spent a significant amount of time during his career developing
advanced credentials to enable him to service his clients better. This
allows Kurt to provide deep and broad technically sound advice across your
personal finances, resulting in better integrated planning.
Here is an excerpt of Kurt's Credentials: |
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Course Instructor, Wealth Management, Ontario Institute of Chartered Accountants, teaching personal finance to Chartered Accountants in Ontario |
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Chartered Accountant, Certified Financial Planner, Chartered Life Underwriter, Fellow of the Canadian Securities Institute, Tax and Estate Practitioner, Certified Investment Management Analyst, Financial Management Advisor, Tax Specialist, Bachelor of Commerce (Honours Finance) University of Manitoba; |
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Two year past-CA Income Tax Specialization |
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Ten years of advanced financial planning experience at one of the world's leading professional services firms (National "Big 4" CA firm); |
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Past co-founder of the billion dollar National High Net Worth Investment Advisory practice at the same firm; |
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Respected media expert on personal finance to The Globe and Mail, The National Post, The Toronto Star, Canadian Business Magazine, Maclean's Magazine, Profit Magazine, Canada AM, CBC and many more. |
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Past National Board Member, Canadian Association of Financial Advisors. Past board or committee member of The Canadian Institute of Chartered Accountants, The Canadian Association of Financial Planners and The Financial Planner Standards Council. |
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Best selling personal finance author in Canada with Tax Smart Investing, Wealthbuilding and Rosentreter' s Rules on Wealth Management in bookstores nationally; |
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Educator and Consultant to several of Canada's largest investment dealers on matters of wealth management. Have trained more than 5,000 financial advisors at many of Canada's largest investment dealers in the last 5 years alone. |
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More than twenty years of experience providing advanced wealth planning services in Canada. |
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Members of Linkedin can click
below to join Kurt's network: |
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| The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.
Manulife Securities Incorporated is registered as an Investment Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds, stocks, bonds and other securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Investment Industry Regulatory Organization of Canada ("IIROC"), Manulife Securities Incorporated is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Incorporated when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Incorporated:
* Income Tax Preparation;
* Insurance: Life, Accident, Sickness, Disability, General.
Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.
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