Day: September 11, 2019

Financial Planning for Your Children | At Any Stage of Life

Leave a Comment / Kurt eNewsletters / By kurtismycfo.com

When it comes to financial planning for your children, we want to do things the right way. To take care of our children financially when they are young and dependent, guide them as young adults, and transfer our wealth to them when we die in old age and they often have children of their own. …

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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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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.