Kurt Rosentreter's Credentials & Team

Learn more about kurt's team, experience, and charity initiatives

Excerpt of Kurt's Credentials

Meet The Personal CFO Team

Kurt Rosentreter

CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIM

  • PORTFOLIO MANAGER, MANULIFE WEALTH INC.
  • LIFE INSURANCE ADVISOR, MANULIFE WEALTH INSURANCE 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

  • ASSOCIATE PORTFOLIO MANAGER, MANULIFE WEALTH INC.
  • LIFE INSURANCE ADVISOR, UPPER CANADA CAPITAL INC.

Gerdi spent ten years as a university professor teaching portfolio management and financial modelling. He holds the CFA designation and has a Master of Finance degree. Gerdi is an Associate Portfolio Manager with more than twenty years of experience in assisting individuals and business owners in various areas of personal finance. He has been part of Kurt’s team for several years and assists with such topics as portfolio design and management, cash flow and budgeting, retirement planning  and risk management.

Patrick Mallory, CFP, CIM

  • FINANCIAL PLANNER, UPPER CANADA CAPITAL 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.

Tristan Pilieci, CFP, CIM, BA (Hons)

  • FINANCIAL ADVISOR ASSOCIATE, MANULIFE WEALTH INC. 

Tristan began his wealth management career in 2018 and has developed a reputation for fostering strong client relationships and helping his clients to achieve their personal financial goals. Tristan obtained a bachelor’s degree in political science from the University of Toronto’s Trinity College after graduating with High Distinction, as a Dean’s List Scholar and with several scholarships. Tristan holds both the Chartered Investment Manager (CIM®) and the Certified Financial Planner (CFP®) designations and is among the youngest recipients of both credentials in Canada’s wealth management industry. At Upper Canada Capital, Tristan assists with topics such as portfolio design, investment management, financial planning, and risk management for our clientele.

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.

Stephen Choi

  • MARKETING ASSISTANT, 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.

Jordan Pereira, B.Com (Hons)

  • MARKETING ASSISTANT, 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.

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.

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

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