Kurt Rosentreter's Credentials
Learn more about kurt's experience and charity initiatives
Kurt Rosentreter
CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIM®
PORTFOLIO MANAGER, MANULIFE WEALTH INC.
PRESIDENT & LIFE INSURANCE ADVISOR, 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.
Email: kurt.rosentreter@manulifewealth.ca
Phone: (416) 628 5761 ext. 230
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.
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
