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Day: August 9, 2019

Creating an Investment Portfolio in 6 Easy Steps (Podcast)

In the News / By

Whether you are considering Registered Education Savings Plans (RESPs) for your children’s future or Registered Retirement Savings Plans (RRSPs) for your own retirement needs, personal investing can be intimidating, confusing and stressful. Join Liz West and Kurt Rosentreter as they discuss six simple steps each of us can take to meet our financial goals.

Cost of Raising a Child in Canada | Delaying or Killing Your Retirement Plans?

Kurt eNewsletters / By

Our team does a lot of retirement number crunching for Canadians. To be more specific; we do a lot of cash flow forecasting where we show white-collar families what it will cost them to retire. Understanding the cost of raising a child in Canada. Knowing how much they can afford to spend each year in …

Cost of Raising a Child in Canada | Delaying or Killing Your Retirement Plans? Read More »

CLIENT TESTIMONIALS

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.
John Casola
John Casola
It is a pleasure working with Kurt in a transparent environment. He is client focused in an industry where that is not common.
Jeff Pocock
Jeff Pocock
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.
Dr. Mark Hsiang-En Lin
Dr. Mark Hsiang-En Lin
I have followed for years Kurt’s appearances on investment seminars, before I approached him to take on our investments. To date, we have been very pleased with his advice, warning, coaching us on our segment mix and his recommendations have always worked out for us.
Adolf Fratton
Kurt’s wholistic approach to our family financial needs have given us comfort and confidence during a tough economic climate. Thank you!
Kristy Fletcher and Jim Neish
I met Kurt through my accountant’s contact and advice. I think changing my financial advisor was a very good decision, and very good advice from my accountant. Kurt is conservative and does look for our benefit, not his.
Rosana Russo
Kurt has, quite literally, a “wealth” of financial knowledge and experience based on many years of data collection and professional work/field experience. It is these skills that give me a high level of confidence and trust in his judgement and council. Additionally, Kurt is easily reachable and genuinely approachable, caring and courteous. I have never left a meeting with Kurt that I didn’t take away more useful and thought provoking information.
Palmo and Margaret D’Ippolito
It’s great to have an advisor who looks at my overall financial picture and is not averse to recommending an investment even if it means less income or fees for him. Kurt has been a pleasure to deal with.
Juleen Marchant
When we first met with Kurt, we discussed our expectations and he gave us good ideas as well as a roadmap. It is to his credit that now we are firmly on that roadmap. Thanks Kurt!
Kirit Patel
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12
Years of experience
1
Books Published
1
Professional Designations
Kurt Rosentreter

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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.

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