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 Family CFO Team

Kurt Rosentreter

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

  • SENIOR FINANCIAL ADVISOR AND PORTFOLIO MANAGER, 
    MANULIFE SECURITIES INCORPORATED
  • LIFE INSURANCE ADVISOR, MANULIFE SECURITIES INCORPORATED 
  • 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 twenty five 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, low fees, technically sound planning and a goal based approach to your finances.

Frank Valicek

CFP, CIM

  • FINANCIAL ADVISOR, MANULIFE SECURITIES INCORPORATED 
  • PRESIDENT & LIFE INSURANCE ADVISOR, UPPER CANADA CAPITAL INC.


A graduate of the University of Toronto, Frank holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.  He has previously occupied progressively senior positions at a major financial services firm including managing a professional team of Private Wealth Consultants.  He has instructed the Certified Financial Planner designation preparatory course and served on the Investment Funds Institute of Canada’s public relations committee.  

With over twenty years of extensive financial advisory experience, and particular knowledge of the specialized needs of the dental and physician’s market, Frank advises 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.  

Jordan Campbell, CFA

  • ASSOCIATE PORTFOLIO MANAGER, MANULIFE SECURITIES INCORPORATE

After holding progressive positions in one of Canada’s largest banks, Jordan joined Kurt’s team more than six years ago. With over ten years of experience in the financial advice industry, Jordan, a CFA Charterholder, is an associate portfolio manager on the team and provides sophisticated investment management solutions to our clients. He also assists with financial planning services for complex client situations.  

 

Mathew Cain, CIM

  • FINANCIAL ADVISOR ASSOCIATE, MANULIFE SECURITIES INCORPORATED

After graduating near the top of his class and receiving a Bachelor of Commerce degree, Mathew began his career as a personal banker at one of the largest banks worldwide.  During that time Mathew won two investment competitions recognized by Cornell and Yale University and developed his skills in technical analysis.  

Mathew holds the Chartered Investment Manager (CIM) designation and is currently pursuing the Certified Financial Planner (CFP) designation. Mathew has over ten years of industry experience, and currently assists with investment portfolio design and financial planning services for high net worth clients.

Monika Kucinskaite, M.Com

  • FINANCIAL ADVISOR ASSOCIATE, MANULIFE SECURITIES INCORPORATED

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 Ontario. 

In joining Manulife eight 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.

Gerdi Lito, CFA

  • FINANCIAL ADVISOR ASSOCIATE, MANULIFE SECURITIES INCORPORATED

Gerdi spent ten years as a university professor teaching portfolio management and financial modelling. Gerdi holds the CFA designation and has a Master of Finance degree. He is a Financial Advisor Associate with more than fifteen years of experience in assisting individuals and business owners in various areas of personal finance. 

In his fourth year on Kurt’s team, Gerdi assists with such topics as investments, cash flow and budgeting, retirement planning, investing and risk management.

Laura Collins

  • EXECUTIVE ASSISTANT, MANULIFE SECURITIES INCORPORATED
  • 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. 

Jeton Spahiu, CIM

  • FINANCIAL ADVISOR ASSOCIATE, MANULIFE SECURITIES INCORPORATED

Jeton graduated with a bachelor’s degree in Financial Economics from Binghamton University – State University of New York. Before joining the team, Jeton worked at both RBC and TD in their respective Personal & Commercial Banking divisions, providing professional financial advice to business corporations and high-net-worth individual clients. Jeton is currently a CFA Level II candidate, a CIM designation holder, and has completed the Financial Modeling & Valuation Analyst (FMVA) certification.  

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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