Day: August 30, 2021

Kurt & Team August 2021 Newsletter

WelcomeBy Kurt Rosentreter The Power of Asset ConsolidationBy Jeton Spahiu Permanent Life InsuranceBy Gerdi Lito RESP WithdrawalsBy Mathew Cain Political parties’ platforms and their impact on investment taxationBy Jordan Campbell Additional Savings Options for ChildrenBy Monika Kucinskaite Canadian InflationBy Frank Valicek Market SentimentBy Laura Collins From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, …

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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.