| 2012 |
Kurt in the News |
| January 31 2012 |
Kurt was interviewed in The Globe and Mail to discuss how much money people should spend on vacations in proportion to their income. View the link below.
http://www.theglobeandmail.com/globe-investor/personal-finance/how-much-is-too-much-to-spend-on-a-yearly-vacation/article2319894/ |
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| January 2, 2012 |
Kurt commented on an article in The Globe and Mail on "Investing in A Home". Kurt provides guidelines on buying and talks about his biggest fear in Canadian real estate in the next few years.
Read the article at the link here: http://www.theglobeandmail.com/globe-investor/personal-finance/financial-road-map/investing-in-property-a-young-persons-game/article2290144/ |
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| 2011 |
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| November 2011 |
Kurt participated in the "Financial Road Map" series for The Globe and Mail newspaper where he answered questions to small business owners about financial planning. Here is the link to all the questions that Kurt answered:
http://www.theglobeandmail.com/globe-investor/personal-finance/financial-road-map/advmanulife/advexpertadvice/ <http://www.theglobeandmail.com/globe-investor/personal-finance/financial-road-map/advmanulife/advexpertadvice/ |
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| November 4, 2011 |
Kurt was asked to serve as the financial expert a feature in The Globe and Mail called "ask an expert" where Canadian small business owners can email financial questions about starting and managing a business and Kurt will provide the answers. Here is a link to the landing page on the Globe and Mail website (www.globeandmail.com/financialroadmap).
Kurt also wrote an article that was published in The Globe and Mail discussing the merits of a business owner engaging a "Family CFO" instead of a basic financial advisor. Click here to link to the article. |
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| October 17, 2011 |
Kurt was interviewed as part of 2011 National Financial Planning Week. The article was published in The Globe and Mail. You can read the article here |
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| October 2011 |
Kurt was interviewed by CA Magazine, the national monthly publication for Chartered Accountants in Canada, and asked to provide his opinions on family financial planning. Read the full article at this link:
http://www.camagazine.com/archives/print-edition/2011/oct/features/camagazine52572.aspx |
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| October 1, 2011 |
Kurt was featured as the expert personal financial planner in The Globe and Mail "Financial Facelift" column by Dianne Maley. In this edition, Kurt provided advice to a young single lady in Vancouver who was struggling to know how to make it financially as she lives alone in an expensive city. Read the entire case study at this link:
http://www.theglobeandmail.com/globe-investor/personal-finance/financial-facelift/expensive-city-worries-this-single-saver/article2187169/ |
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| July 30, 2011 |
Kurt was featured as the expert personal financial planner in The Globe and Mail "Financial Facelift" column by Dianne Maley. In this edition, Kurt provided advice to a couple nearing retirement and seeking direction on how to invest, whether they have enough money to retire and their levels of life insurance. Read the entire case study at this link:
http://www.theglobeandmail.com/globe-investor/personal-finance/financial-facelift/reaching-their-retirement-target/article2114619/ |
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| July 19-22, 2011 |
Kurt was invited by the Chartered Accountant Institute of BC to teach four days of courses on retirement planning, investing, estate planning, insurance, taxes, children's savings, debt and real estate planning to Chartered Accountants from across BC. |
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| July 25, 27, 28, 2011 |
Kurt taught three courses on investing, how to create a financial plan and affluent investing and wealth management in Canada to Chartered Accountant members of the Ontario CA Institute. |
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| June 2011 |
Kurt was asked to write an article on "Divorce Planning for Dentists" and published in the Ontario Dentist Magazine, the provincial publication for dentists in Ontario. Read the article by clicking here |
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| June 9, 2011 |
Kurt was interviewed for a national personal finance article from Morningstar, asked to give his opinion on whether Canadians carry too much debt. Read the entire article here. |
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| May 21, 2011 |
Kurt was featured in an article written by Garry Marr for the The National Post. The article titled "Condo Buyers look to Asians for Returns" interviewed Kurt for his opinion on condominiums to live in and for investment. Kurt criticized condos as unstable investments that should be avoided. Read more at this link: http://www.nationalpost.com/todays-paper/Condo+buyers+look+Asians+returns/4820624/story.html |
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| May 19, 2011 |
Kurt was asked to be the guest speaker at the Toronto Dental Implant Study Club, an association of dentists and dental specialists from across Toronto. Kurt spoke for an hour on 65 different financial issues that medical professionals struggle with and provided answers on how to deal with each one.
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| March 25, 2011 |
Kurt was recently profiled in The Globe and Mail's "Financial Facelift" series on Saturday March 25, 2011. In this article, Kurt provides guidance to a young, single professional in Toronto about how much money to spend on a first home. Here is a link to the case study. |
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| March 14, 2011 |
Kurt was profiled as one of Canada's top financial advisors in The National Post, as promoted by The Accretive Advisor, a thrd party evaluation firm. Click here to read (pdf) |
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| February 23, 2011 |
Kurt completed a two hour presentation on tax planning strategies for a large group of administrators for the Toronto District School Board. |
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| February 23, 2011 |
Kurt was featured by The Globe and Mail newspaper as the expert in a webinar session. The topic of the day was last minute RRSP tips and readers emailed questions with Kurt emailing answers back. Here is a link to the article. |
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| February 17, 2011 |
Kurt was interviewed in the national post to discuss the debt levels that the average Canadian now carries and the problems it causes. Click on the following link to read the article and Kurt's comments. |
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| February 16, 2011 |
Kurt was the key note speaker for an afternoon presentation on tax planning for retired teachers. |
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| January 26, 2011 |
Kurt was interviewed by the Toronto Star newspaper to provide expert commentary on mortgages and debt levels of Canadians. Here is a link to the article. |
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| January 2011 |
Kurt was recently profiled in The Globe and Mail's "Financial Facelift" series on Saturday January 22, 2011. In this article, Kurt talks about how young people are spending too much money on their first home, leaving them in a pool of debt and choking off money for other spending. Here is a link to the case study. |
| 2010 |
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| December 4th, 2010 |
Kurt was recently profiled in The Globe and Mail's "Financial Facelift" series on Saturday December 4, 2010. In this article, Kurt provided advice on how accumulating enough retirement money. Here is a link to the case study. |
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| December 2010 |
Kurt is teaching full day courses on "How to Build a Financial Plan", "How to Design an Investment Portfolio", "Stocks, ETFs and Mutual Funds" and "Wealth Management in Canada" to Chartered Accountants in Winnipeg on behalf of the CA Institute of Manitoba.
Kurt is teaching full day courses on "How to Build a Financial Plan", "How to Design an Investment Portfolio", "Stocks, ETFs and Mutual Funds" and "Wealth Management in Canada" to Chartered Accountants in Vancouver on behalf of the CA Institute of BC. |
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| November 5th |
Kurt was interviewed in the "Update on Mortgages" special feature for The Globe and Mail. In the article, Kurt discusses how decisions about the cost of a home should be balanced against your entire financial plan first.
To read all of Kurt's recent commentary in The Globe and Mail, visit www.theglobeandmail.com and do a search using Kurt's name. |
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| October 2 |
Kurt was recently profiled in The Globe and Mail's "Financial Facelift" series on Saturday October 2nd, 2010. In this article, Kurt provided advice on how to retire in the country.
Here is a link to the case study: http://www.theglobeandmail.com/globe-investor/personal-finance/financial-facelift/retiring-to-lifes-country-roads/article1738683/ |
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| From September 2010 to November 2010 |
Kurt is teaching full day courses on "How to Build a Financial Plan", "How to Design an Investment Portfolio", "Stocks, ETFs and Mutual Funds" and "Wealth Management in Canada" to Chartered Accountants across Ontario on behalf of the CA Institute of Ontario.
Kurt is teachiung a full day course on "How to Build a Financial Plan" to Certified General Accountants on behalf of the Ontario CGA Association. |
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| July 30th |
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.
Here is the link: http://www.theglobeandmail.com/globe-investor/personal-finance/financial-facelift/diy-investor-needs-to-define-risk-tolerance/article1657939/
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| June 27th |
Kurt was profiled in The Globe and Mail's "Financial Facelift" column on June 27, 2010.
Kurt provided assistance with goal planning and prioritizing financial priorities to a young university graduate.
The link is: http://www.theglobeandmail.com/globe-investor/personal-finance/financial-facelift/tailoring-ambitions-to-a-timeline/article1618558/ |
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| April 17 |
Kurt was profiled in The Globe and Mail national newspaper as part of the "Financial Facelift" series. In this edition, a couple with careers in the military were pondering next steps with respect to careers, real estate, retirement planning and family planning. Kurt was called upon to provide guidance to them.
The article is featured at this link: http://www.theglobeandmail.com/globe-investor/personal-finance/financial-facelift/a-plan-for-playing-catch-up/article1474570/ |
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From May 2010
to June 2010 |
Kurt is teaching full day courses on "How to Build a Financial Plan", "How to Design an Investment Portfolio" and "Wealth Management in Canada" to Chartered Accountants on behalf of the CA Institute of Ontario.
Kurt is teaching a full day course on "How to Build a Financial Plan" to Certified General Accountants on behalf of the Ontario CGA Association. |
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| February 20 |
Kurt was profiled in The Globe and Mail national newspaper as part of the "Financial Facelift" series. In this edition, a couple from eastern Canadian was looking for guidance with retirement planning and Kurt was called upon as the financial planning expert to provide strategies and recommendations.
The article is featured at this link: http://www.theglobeandmail.com/globe-investor/personal-finance/financial-facelift/a-plan-for-playing-catch-up/article1474570/ |
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| February 13 & 14 |
Kurt was asked to be a guest speaker at the Canadian Investment Show at the Royal York Hotel in Toronto. Kurt presented two 45 minute educational seminars on RRSP Planning and on Strategic Wealth Planning for Affluent Canadians. |
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| January 27 |
The Globe and Mail's "Report on RRSPs" special edition interviewed Kurt about why more Canadians don't take advantage of their employer's pension plans and the problems with so many employer pension plans. The article was called "Free Money? Nah, I'm Good" written by Paul Brent. |
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| January 21 |
Toronto Star Newspaper article "Reshaping Your Finances" interviewed Kurt for comments on key financial planning resolutions for 2010. |
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| 2009 |
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| From October 2009 to December 2009 |
Kurt taught three courses (What is Wealth Management Course, How to Build a Financial Plan Course and How to Build an Investment Portfolio Course) for Chartered Accountants across Ontario and Manitoba, with full day seminars in the following cities: Markham, Toronto, Barrie, Waterloo, Kitchener, London, Mississauga and Winnipeg. Kurt continues to be a qualified instructor of personal finance for Chartered Accountant Institutes in Canada.
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| October 24, 2009 and December 26th |
Kurt was profiled in The Globe and Mail national newspaper where he provided financial planning advice to Canadians who had submitted information to the newspaper as part of their weekly "Financial Facelift" series.
In 2009, Kurt was asked to comment in the national newspapers, radio or television ten times on matters of investment planning, retirement planning, insurance, tax planning, cash flow management and estate planning. |
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| May 13 |
Kurt was a guest on City TV in Toronto, Toronto's most popular breakfast television channel. Kurt was interviewed about tax planning and why it is bad to get a tax refund after filing your tax return. |
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| April 8 |
Kurt presented gave a one hour talk to the Toronto Beaches Momnet group, a group of stay-at-home mom's on maternity leave. The talk covered cash flow management, tax planning, RESPs, getting a Will prepared, life insurance and deal with the mortgage. |
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| March 9 |
Kurt was the featured speaker at a downtown Toronto function hosted by one of the world's largest mining companies. Kurt spoke for 90 minutes on sensible financial strategies for troubled times, providing guidance on money management in the face of job loss, falling stock markets and falling home values. |
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| February 18 |
Kurt presented a 90 minute seminar on wealth management for lawyers and staff at a large Toronto law firm.
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January
15, 16, 17 |
Kurt and his advisory team provided educational seminars on tax planning, estate planning, investing and retirement at the Toronto Financial Forum, offering twelve sessions over three days. Kurt was also asked to headline the mainstage on Saturday afternoon, speaking on the topic of "Financial Planning in the 2009 Recession" to more than 300 people. Copies of Kurt's slides can be downloaded on the newsletter page of this website. |
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| 2008 |
Public Speaking Venues |
| December |
Kurt is teaching two courses on financial planning and investing for the Manitoba Instititute of Chartered Accountants on December 11 and 12th, 2008 in Winnipeg. |
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| December |
Kurt is the instructor of four courses on wealth management topics (investing, retirement, insurance, estate, children's savings, tax planning and real estate) for the continuing education program of the Ontario Institute of Chartered Accountants. Twelve half and full day courses are being offered from October to December 2008 in Toronto, Mississauga, Ottawa, Markham, Barrie and London. |
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| November |
Kurt is teaching a 90 minute course on retirement planning for employees of the Province of Ontario Government on November 26, 2008. |
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| September |
On September 28, 2008, Kurt was a guest on the national program "CBC Sunday Morning" and was interviewed by Carol and Evan to discuss the current state of the stock market and how investors should react. |
| April |
Noon, April 20, 2008: "Estate Planning & The United Church" Eglinton St. Georges United Church |
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| May |
May 7, 2008: "Personal Investing Course"
Holiday Inn, Markham, Ontario
May 9, 2008: "Creating a Financial Plan Course"
Institute of Chartered Accountants of Ontario Head Office
May 14, 2008: "Personal Finance Case Studies Course"
Institute of Chartered Accountants of Ontario Head Office
May 20, 2008: "Creating a Financial Plan Course"
The Sheraton, London, Ontario
May 22, 2008: "Creating a Financial Plan Course"
Toronto, Ontario |
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| June |
June 4, 2008: "Baby Boomers: Can you Afford to Retire?" Toronto Reference Library
June 3, 2008: "Developing a Financial Planning Practice Course" Institute of Chartered Accountants of Ontario Head Office
June 10, 2008: "Developing a Financial Planning Practice Course" Holiday Inn, Markham, Ontario
June 12, 2008: "Personal Investing Course"
The Hilton, Toronto, Ontario
June 17, 2008: "Personal Finance Case Studies Course"
Holiday Inn, Markham, Ontario |
| 2007 |
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| November |
November 5, Markham, For the Institute of Chartered Accountants of Ontario, Kurt is teaching a course on "Developing a Financial Planning Practice" for CA's in Ontario.
November 9th, Toronto, For the Certified General Accountant Association at their National Conference, Kurt is a teaching a course on "Successful Personal Investing Strategies and Selecting Good Advisors".
November 10th, Etobicoke, For the United Church of Canada, Kurt is the featured speaker for three hours teaching United Church supporters about estate planning and planned giving. |
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| October |
October 23rd, Toronto, For the Institute of Chartered Accountants of Ontario, Kurt is teaching a course on "Creating a Financial Plan" for CA's in Toronto.
October 25th, Toronto, For the Institute of Chartered Accountants of Ontario, Kurt is teaching a course on "Personal Investing" for CA's in Toronto. |
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| June |
To all accountants, Kurt is teaching "Investing 101" as a half day course and "How to Create A Financial Plan" as a full day course twice each for the Ontario Institute of Chartered Accountants. These courses are also being taught by Kurt across Ontario in Fall 2007. Contact us at the office for more information. |
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| May |
Kurt is the Key Note Speaker for a Planned Giving presentation of the Toronto Symphony Orchestra. The TSO has invited 1,500 of their patrons but the event is also open to the public. Contact our office for details or to receive a copy of the presentation notes. |
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| February |
Attend the second of Kurt's extremely popular "Real Estate and Tax Planning" presentations at the CNIB office in Toronto. A two hour presentation on key tax planning strategies related to personal residences, cottages, rental properties and much more. Kurt will speak about real estate from the aspects of investing, taxes, estate planning, insurance, cashflow and more. The first seminar in west Toronto in November 2006 drew 177 attendees. Open to the public. Contact the information if you would like to have Kurt put on this presentation for your social group, employee group or others. |
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| January |
Attend Kurt's eighth annual four day series of presentations at the Toronto Financial Forum, Canada's largest financial show open to the public. Over four days, Kurt and partners offer sixteen presentations teaching about tax planning, estate planning, investing, retirement planning and more. Stay for each show and try to win one of Kurt's best selling books which are given away at the end. Contact the office for a copy of the handouts for the various shows. |
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For more information on Kurt Rosentreter and his financial planning services as your Family CFO, or to arrange a meeting or telephone meeting, contact Kurt directly. |
