Financial Advisors Seeking to Join one of Canada’s
Leading Financial Advisory Firms & Kurt’s Office
Join the elite wealth management office of Kurt Rosentreter at Suite 302, 3 Church Street in downtown Toronto, just steps from the Bay Street financial district.

A sophisticated office with advanced tools for the established advisor seeking to be a leader in Canadian wealth management.
A training and coaching mentorship for advisors transitioning to IIROC from MFDA or insurance.
A developmental office for aspiring advisors needing a helping hand.

Our Advantages:

The freedom to offer products from a wide range of institutions – objectivity and independence essential to becoming a trusted advisor.
You own your book of business – and this will never change.
No contracts to sign. You are your own business professional. Period.
No limits on where you can attract and work with clients.
No sales quotas.
Flexible, high payouts on revenue.
A financial planning culture.
A succession program to take care of your family.
Referrals of new clients to help you grow.
A strong national brand – learn more at www.manulifesecurities.ca
A local office owner that will help you grow – learn more at www.kurtismycfo.com.
     
You are a successful, established advisor seeking to focus more on affluent client management growth while owning your business entirely and maximizing profit.
A classy heritage brick and beam building with high ceilings near the world famous St. Lawrence market.  Inexpensive client parking is nearby and we are steps from Union Station.
Peer group monthly strategy session to share best practices among advisors.
State of the art stock and bond wrap programs and fee based accounts – wide fee flexibility.
Third party stock research tools and a leading bond desk.
Capital market group providing new issues, private company advisory services and advanced support on all investment matters.
High advisor grid payouts.
     
You are a successful MFDA or insurance licensed financial advisor seeking to convert to the IIROC platform to offer a broader array of investment products in the new stock and ETF world.
Attend our popular national “IIROC School” offering a week of training on all topics (compliance, products, marketing, planning and more) essential to becoming an IIROC financial advisor).
  Training and coaching on:
  - How to use research and select stocks, bonds and ETFs.
  - Portfolio construction using individual securities; converting from mutual funds and how to transition.
  - Positioning your new IIROC practice with existing clients.
  - How to market to new clients interested in stocks and bonds.
  - Training on trading techniques to minimize errors and maximize productivity.
  - Exploring fee based accounts – who it is right for, how to convert clients, compensation adjustments and leading selling techniques for fee based.
  - Winning strategies for attracting new clients in your practice.
     
You are a new or emerging financial advisor seeking to learn the basics of building a successful practice, providing proper planning services, learning how to attract new clients and earning a growing compensation base.
Seasoned guidance, mentorship and ongoing coaching on:
  - How to prepare a financial plan and how to construct a portfolio.
  - Servicing standards for clients.
  - How and when to hire staff.
  - Attracting and winning new clients.
  - Tools, charts, checklists and letter templates for practice efficiency.
  - Dress for success and first impressions.
  - Flexible financial arrangements until you are on your feet!
     
Work alongside one of Canada’s most established and successful financial advisors:
About Kurt Rosentreter, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIM
Senior Financial Advisor, Manulife Securities Incorporated
Phone 416 628 5761, ext. 230 Fax 416 225 8650 Toll free 1 866 275 5878 Ext 230
Past co-founder of the billion dollar investment advisory practice at one of Canada’s Big Four accounting firms
Instructor, Wealth Management, Ontario, BC and Manitoba Institutes of Chartered Accountants
National best selling author, with seven books on wealth management
Regular and past contributor on money strategies to The Globe and Mail, The National Post, The Toronto Star, CBC TV, Canada AM, Canadian Business magazine, Maclean’s and other media.
Past national board member for The Canadian Association of Financial Planners, The Financial Planner Standards Council, Advocis and the Manulife Securities advisory council.
   
For a confidential discussion about moving your practice to our office at Suite 302, 3 Church Street, Toronto, contact us at: Kurt Rosentreter at 416.628.5761, ext. 230 or Kurt.Rosentreter@ManulifeSecurities.ca