Kurt Rosentreter's Credentials & Team
Learn more about kurt's team, experience, and charity initiatives
Excerpt of Kurt's Credentials
- Instructor of seven financial and wealth management courses for the Ontario, Manitoba, and British Columbia CPA Associations teaching personal finance to Certified Public Accountants.
- Certified Public Accountant, Certified Financial Planner, Chartered Life Underwriter, Fellow of the Canadian Securities Institute, Tax and Estate Practitioner, Certified Investment Management Analyst, Financial Management Advisor, Tax Specialist, Bachelor of Commerce (Honours Finance) University of Manitoba; ten professional designations and a university degree.
- Two year post-CA Income Tax Specialization while in public practice with one of Canada's "Big Four" CPA firms.
- Ten years of advanced financial planning experience at one of the world's leading professional services firms (National "Big Four" CPA firm).
- Past co-founder of the billion dollar National High Net Worth Investment Advisory practice at the same firm.
- Respected media expert on personal finance to The Globe and Mail, The National Post, The Toronto Star, Canadian Business Magazine, Maclean's Magazine, Profit Magazine, Canada AM, CBC and many more.
- Past National Board Member, Canadian Association of Financial Advisors. Past board or committee member of The Canadian Institute of Chartered Accountants, The Canadian Association of Financial Planners and The Financial Planner Standards Council.
- Best selling personal finance author in Canada with Tax Smart Investing, Wealthbuilding and Rosentreter' s Rules on Wealth Management.
- More than twenty five years of experience providing advanced wealth planning services in Canada.
Meet The Personal CFO Team
Kurt Rosentreter
CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIM
- PORTFOLIO MANAGER, MANULIFE WEALTH INC.
- LIFE INSURANCE ADVISOR, UPPER CANADA CAPITAL INC.
- PRESIDENT, UPPER CANADA CAPITAL INC.
Kurt has long been recognized as one of Canada’s most established and credentialed financial experts on matters of investing, taxes, estate, retirement, comprehensive financial planning and wealth management. With more than thirty years of experience advising clients, seven published books on personal finance in stores and as an Instructor of Wealth Management courses for the Chartered Professional Accountants across Canada, Kurt brings academic expertise, an integrated planning approach, technically sound planning and a goal based approach to your finances.
Frank Valicek
CFP, CIM
- SENIOR FINANCIAL ADVISOR, MANULIFE WEALTH INC.
- LIFE INSURANCE ADVISOR, UPPER CANADA CAPITAL INC.
- PRESIDENT, UPPER CANADA CAPITAL INC.
A graduate of the University of Toronto, Frank holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. With over twenty-five years of financial advisory experience, he has managed a professional team of Private Wealth Consultants, instructed the Certified Financial Planner designation preparatory course and served on the Investment Funds Institute of Canada’s public relations committee. Frank has particular knowledge of the specialized needs of the dentist’s and physician’s market, advising clients on both their investment and personal insurance needs – life, disability, critical illness. By providing customized investment and insurance solutions through goal-based planning, Frank helps clients grow, manage, and preserve their wealth.
Gerdi Lito, CFA
- PORTFOLIO MANAGER, MANULIFE WEALTH INC.
- LIFE INSURANCE ADVISOR, UPPER CANADA CAPITAL INC.
Gerdi spent many years as a university professor teaching portfolio management and financial modelling prior to moving to the financial services industry. He has been part of Kurt’s team for several years and assists with such topics as portfolio design and management, investment research, retirement planning and risk management. Gerdi is a licensed Portfolio Manager, holds the CFA designation and has a Master of Finance degree.
Patrick Mallory, CFP, CIM
- FINANCIAL PLANNER, MANULIFE WEALTH INC.
Patrick is a highly accomplished financial professional, who holds both a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Throughout his career, Patrick has gained extensive experience in wealth management and financial planning working within several financial institutions. On our team, his expertise is in building comprehensive financial plans that are tailored to meet each client’s needs and goals.
Monika Kucinskaite, M.Com
- FINANCIAL ADVISOR ASSOCIATE, MANULIFE WEALTH INC.
Monika worked in Europe assisting the European Commission’s Directorate-General for Budgets with communication on financial projects. Monika completed her Canadian Securities Course and Conduct and Practitioner’s Exam to qualify as a registered representative.
In joining Manulife ten years ago, Monika plays a vital role assisting with investment portfolio design, monitoring, and trading. She also assists with the development of comprehensive financial plans involving detailed analysis and summary for retirement planning, estate work, cash flow, debt, real estate, tax planning and more.
Evan Campbell, BAS (Hons)
- FINANCIAL ADVISOR ASSOCIATE, MANULIFE WEALTH INC.
Evan holds an honours degree in Arts and Science from the University of Guelph, and a Graduate Certificate in Applied Information Systems from Fleming College. His background in computer analysis has led him to develop a keen interest in market dynamics, economics, and financial research for the team. Working with Upper Canada Capital and Manulife for two years, Evan has completed Canadian securities industry qualifications and is currently pursuing advanced certifications in finance and portfolio management.
Ryan Chan, CFP
- FINANCIAL ADVISOR ASSOCIATE, MANULIFE WEALTH INC.
Ryan is a graduate from the University of Toronto and holds the Certified Financial Planner (CFP) designation. With many years of experience in the financial industry, Ryan brings a wealth of knowledge from working at wealth management firms and one of Canada’s largest banks. As part of the team at Upper Canada Capital, Ryan plays an integral role in creating personalized financial strategies encompassing wealth management, investment oversight, retirement preparation, and legacy planning, all designed to help Canadians reach lifelong financial stability.
Jamie Baker, CIM, CFP, PFP
- FINANCIAL ADVISOR ASSOCIATE, MANULIFE WEALTH INC.
Jamie holds an honours bachelor of arts and a graduate diploma in business from Queen’s University, along with master’s degree from the University of Edinburgh where he did research on artificial intelligence. Jamie brings experience from the wealth management division of a major Canadian bank, as well as a Toronto based boutique home office in the ultra-high net worth space. Jamie supports the team’s efforts in portfolio management, financial modeling, tax planning, estate and trust services.
Jordan Pereira, B.Com (Hons)
FINANCIAL ADVISOR ASSOCIATE, MANULIFE WEALTH INC.
Jordan graduated near the top of his class at McMaster University, obtaining an Honors Bachelor of Commerce achieving Summa Cum Laude status. Jordan began his career working in equity research, where he gained a strong understanding of fundamental analysis. Jordan has a strong interest in portfolio design, investment decision-making, and overall financial planning. Jordan has passed the CFA Level 1 exam and is eager to further pursue financial designations.
Stephen Choi, BBA (Hons), BA (Hons)
- FINANCIAL ADVISOR ASSOCIATE, MANULIFE WEALTH INC.
Stephen is a graduate of Wilfrid Laurier University, where he holds a Bachelor’s Degree in Financial Mathematics and a Bachelor’s of Business Administration. Through his studies, he has developed a distinct skill-set in personal finance, investment research and financial modelling. Furthermore, a passion for investments has led him to expanding his knowledge on a variety of securities and derivatives. Stephen is currently pursuing his Canadian securities industry qualifications, as well as the CFA designation. Stephen looks forward to leveraging his abilities and knowledge for the benefit of the clients at Upper Canada Capital.
Laura Collins
- EXECUTIVE ASSISTANT, MANULIFE WEALTH INC.
- EXECUTIVE ASSISTANT, UPPER CANADA CAPITAL INC.
Laura’s twenty five years of industry experience have made her a model of operational effectiveness. Laura’s responsibilities cover a diverse list of essential tasks and there is rarely a time she isn’t involved in a client matter: client reporting, account transfers, stock and bond inquiries, investment maintenance, insurance quotes and file preparation. Laura is our “jack of all trades” with the technical competency to handle it all.
Lauky Claire
- ADMINISTRATIVE ASSISTANT, MANULIFE WEALTH INC.
ADMINISTRATIVE ASSISTANT, UPPER CANADA CAPITAL INC.
Lauky graduated from Sheridan College in Business Accounting with a background in Finance. As one of the newest members of our growing practice, he has developed a skillset for client meeting preparation by generating portfolio asset allocation, performance, and account summaries. Database management, investment and insurance administration, and maintaining market statistics are also key responsibilities. Through diligent execution of his varied and vital tasks, Lauky has established himself as an integral member of the Upper Canada Capital Team.
WHAT SETS Us APART
Kurt's Community Involvement
As financial advisors and stewards of the financial wellbeing of our clients, Kurt and his team also take seriously the role of helping others in our community and our world.
The team are proud contributors to the following organizations and continue to support the work of others in making our world a better place.
• Autism Speaks
• Baycrest
• Brain Tumor Foundation
• Canada 60 Million girls
• Canadian Breast Cancer Foundation
• Canadian Cancer Society
• Canadian Red Cross for Relief in Haiti
• Coast to Coast
• Crohn’s & Colitis
• Daily Bread
• Engineers Without Borders
• Etobicoke Humane Society
• Ian Anderson House
• ISMC International Student Ministry
• International Teams Canada
• Juravinski Cancer Centre Foundation
• La Fondation de L’Hopital General de Montreal
• Movember
• North Eastman Health Association
• Ovarian Cancer Canada
• Parkinson Society Canada
• Plan International Canada
• Princess Margaret Hospital
• Prostate Cancer Canada
• Reach for the Rainbow
• Reena Foundation
• Ride for Refuge
• Shaare Zedek Foundation
• Sick Kids Foundation
• St. Joseph’s Hospital
• The Arthritis Society
• The Canadian Red Cross Society
• The Canadian Shaare Zedek
• The Leukemia and Lymphoma Society of Canada
• The Princess Margaret Hospital Foundation
• The Terry Fox Foundation
• The War Amputations of Canada
• Trillium Health
• Women’s College Hospital Foundation
• Yonge Street Mission
