Day: December 3, 2021

2021 December Year End Team Newsletter

Market ReviewBy Jordan Campbell, CFA Portfolio Manager Tax loss sellingBy Gerdi Lito, CFA Financial Advisor Associate How to Prepare for Rising Interest RatesBy Frank Valicek, CFP, CIM Financial Advisor Helping Your Favorite Charity By Donating Stocks Rather Than Cash – A Tax AdvantageBy Mathew Cain, CIM Associate Portfolio Manager Registered Education Savings Plan (RESP)By Jeton …

2021 December Year End Team Newsletter Read More »

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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.

Manulife Wealth Inc. Disclaimer

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

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

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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.