Team Newsletter, July 2019
This summer’s team newsletter discusses the following topics: Recession Indicators, Money University for Young Adults, Children’s Education Savings, and the Effects of Foreign Currency moves.
I went through three or four financial advisors before I found Kurt. Kurt is knowledgeable, very responsive, and most of all, he is genuinely interested in helping us achieve our financial goals. He's a keeper.
It is a pleasure working with Kurt in a transparent environment. He is client focused in an industry where that is not common.
As my financial advisor, Mr. Kurt Rosentreter has consistently demonstrated exceptional management of my portfolio with annual growth even in these turmoil financial settings.
Without any reservations, I would highly recommend anybody serious about their financial futures to consult with Mr. Kurt Rosentreter before it is too late.
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12
Years of experience
1
Books Published
1
Professional Designations
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Kurt Rosentreter Financial Advisor and Wealth Management
Financial Advisor, Toronto
A Professional Family CFO that assists with all aspects of your financial affairs. Toronto Based.
A Professional Family CFO that assists with all aspects of your financial affairs. Toronto Based.
Address
3 Church St #302,
Toronto, ON M5E 1M2, 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 |