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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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