Kurt's Books, Articles and Newsletters
Kurt Rosentreter
Wealth Building

Lifelong Financial Strategies for Success
with Your Money (Revised Edition)
Publisher: BPS Books
   

When Kurt Rosentreter started his career in finance nearly 20 years ago, he couldn't believe:
That Canadians received so little advice about the after-tax implications of their investment decisions.

And that so many of them just bought investment and insurance products without building a proper financial plan first.

Kurt made it his personal and professional mission to wake Canadians up to the need to build their wealth in a more sophisticated way. He took his message to the airwaves and pages of Canada's media, spoke to large groups across the country, and published three popular books, including Wealthbuilding, now avaiable in this information-packed and wisdom-packed revised edition.

In Wealthbuilding, Kurt guides you in considering these and other factors in all of your financial decisions:
• Your goals
• The fees you pay
• Taxes and tax planning
• How and why you invest
• Your future retirement plans
• Living in retirement today
• Death and what matters to you
• Your parents
• Your children, spouse, and grandchildren
• Debt
• Risk
• Charity
• Insurance: how much and what kind
• Financial advisors: how many and what kind
• Income and expenses
• Your career
• Real estate
• Your attitude

   
Individual or Bulk copies can be purchased directly from Kurt Rosentreter as follows:
       
Notes   Copies Price
Add GST at 5% to total on right.
Add Shipping Charge of $6 per book for single orders.
1-5
6-20
21-100
100+
$20 each
$17 each
$15 each
$12 each
       
Make your cheque or money order payable to Kurt Rosentreter.
Send the cheque along with your name and address to Kurt Rosentreter, Suite 1410 - 5001 Yonge Street, Toronto, Canada, M2N 6P6
   
Wealthbuilding
Publisher: Insomniac Press, 2005
OUT OF PRINT
   
"Wealthbuilding" released March 2005, is the first book in Kurt's new series on the evolution of managing your finances. In this 260 page eyecatching hardcover book, Kurt details how to change your approach to your finances as your net worth grows and as you age. From taxes, career and debt, to investing, insurance and retirement planning, find out if you are behind your peers, off-track altogether or where you should be at this point in your life. "Wealthbuilding" is unlike other financial books and in early reviews has been called "the most important book on personal finance in the last ten years", by Tim Cestnick, CA, Tax Columnist for The Globe and Mail newspaper.
   
Rosentreter's Rules:
100 Financial Strategies to
Achieve High Net Worth

Publisher: Prentice Hall Canada, 2001
OUT OF PRINT
   
In September 2001, Kurt’s book called Rosentreter’s Rules: 100 Financial Strategies to Achieve High Net Worth hit bookstores across Canada. Building on the success of his first book, this book provides 100 fresh and innovative financial ideas to pay less tax, invest using a disciplined Tax-Smart™ approach, protect your family finances, and much more. A collection of lesser known but essential financial strategies relevant to most Canadians. Order your copies of this book today from this website. A guaranteed best seller from one of Canada’s top personal finance authors.
   
50 Tax-Smart™ Investing Strategies
Publisher: Stoddart Publishing, 2004
OUT OF PRINT
   
Kurt’s First Book 50 Tax-Smart™ Investing Strategies has been republished 3 times and is currently in its 4th reprint. The 4th reprint  includes significant new content on Tax-Smart™ investing.
   
50 Tax-Smart™ Investing Strategies
Publisher: Stoddart Publishing, 2002
OUT OF PRINT
   
This is the third edition of Kurt’s first book. In this book, significant new content was added, including several Globe and Mail articles written by Kurt Rosentreter. A substantially re-written Tax-Smart™ Investing book will see deeper and broader content on tax smart investing than you have seen in any previous books.
   
50 Tax-Smart™ Investing Strategies
Publisher: Stoddart Publishing, 1999
OUT OF PRINT
   
This was the second edition of Kurt’s first book. It was updated for changes to the tax laws that made the first book outdated.
   
50 Tax-Smart™ Investing Strategies
Publisher: Stoddart Publishing. 1998
OUT OF PRINT
   
This was the first edition of Kurt’s first book. It achieved best seller status after only six months in stores in 1998.
eNews & Articles
Presentations (ppt)
Wealth Management 2010
RRSP Strategies and Essential Tax Planning February 2010
High Net Worth Presentation at Toronto Financial Forum
Tax Planning Presentation at the Toronto Financial Forum
Kurts Presentation on Money Management in the 2009 Recession Presented at the Toronto Financial Forum
   
eNewsletter (PDF)
Financial Checklist for 2012
Tax Planning Tips Fourth Quarter 2011
Tax Planning Tips Third Quarter 2011
Surviving Divorce
Tax Planning Tips Second Quarter 2011 June
Summer 2011 Economic Commentary
First Quarter 2011 Tax Tips
Canadian 30 Year Olds
Are Screwed
Volume 1 2011 Easy Money Management Newsletter
Year End 2010 Tax Newsletter
Personal Tax Planning Tips-Third Quarter 2010
Hard to Talk About Financial Planning Topics
Volume 25 2010 Kurt's Tax
Planning Newsletter
Volume 24 2010 Kurt's How to
Beat a 2% GIC
Volume 23 2010 Tax Planning
Volume 22 2010 Retirement
Cash Flow
Volume 21 2010 Economic Forecast and Strategic Financial Strategies
Volume 20 Year End Tax Tips 2009
Volume 19 Fall Tax Planning Newsletter Edition
Volume 18: September 2009
Condo Issue
Volume 17: Spring Tax
Planning 2009
Volume 16: Straight Talk on “Safe” Investments 2009
Tax Season 2009
Volume 15: February 2009
RRSP Issue
Volume 14: Investing Lessons from
a Bad Correction Spring 2009
Volume 13: Essential Financial
Tips 2009
Volume 12: Defensive in a Falling Stock Market 2009
Year End Tax Planning
Volume 11: What kind of investor are you 2009?
Volume 10: RESPs and Kids 2008
Volume 9: Tax Free Savings Accounts Fall 2008
Volume 8: Tax Strategies Fall 2008
Volume 7: Stock Market Impact on your Plan?
Volume 6: Tax Strategies
Spring 2008
Volume 5: Tax Season Primer
Winter 2008
Volume 4: RRSP Season Essentials 2008
Volume 3: Falling Stock Markets 2008
Volume 2: Rising Currency 2008
Volume 1: Welcome to my ENewsletter 2008
 

All rights reserved Kurt Rosentreter 2001.