Day: March 29, 2012

Advisor Impact Interview 2012

Leave a Comment / In the News / By kurtismycfo.com

Kurt was interviewed by Dan Richards of Advisor Impact to learn about the critical success factors in maintaining a financial advisory practice and assisting clients. The video is distributed to thousands of financial advisors across Canada.

CLIENT TESTIMONIALS

receive kurt's wealth management newsletter. never miss an update.

By signing up to receive Kurt’s enewsletter you give explicit permission for Kurt or Kurt’s staff to email you to deliver this enewsletter.

Kurt Rosentreter, Certified Financial Planner and Wealth Management

Certified Financial Planner, Canada
A Certified Financial Planner that assists with all aspects of your financial affairs. Toronto Based.

Manulife Wealth Inc. Disclaimer

Let's Work Together

Learn More

Address

2848 Bloor Street West, Etobicoke, Ontario
M8X 1A9 Canada
+1 416-628-5761 ext. 0

Hours

Monday	8:30am–5:30pm
Tuesday	8:30am–5:30pm
Wednesday	8:30am–5:30pm
Thursday	8:30am–5:30pm
Friday	8:30am–5:30pm
Saturday	CLOSED
Sunday	CLOSED

Let's Talk

Click here for directions

Upper Canada Capital is a trade name used to carry on business related to life insurance and stocks, bonds and mutual funds. Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Insurance products and services are offered through Upper Canada Capital Inc. and Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services.