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, 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.
Mathew Cain, CIM
- ASSOCIATE PORTFOLIO MANAGER, MANULIFE WEALTH INC.
After graduating near the top of his class and receiving a Bachelor of Commerce degree, Mathew began his career as a personal banker at HSBC Bank. 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 fifteen years of industry experience, and currently assists with investment portfolio design and financial planning services for high net worth clients.
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.
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.
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.
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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Kurt Rosentreter, Certified Financial Planner and Wealth Management
A Certified Financial Planner that assists with all aspects of your financial affairs. Toronto Based.
Let's Work Together
Learn More
Address
2848 Bloor Street West, Etobicoke, Ontario
M8X 1A9 Canada
+1 416-628-5761 ext. 0
Hours
Monday | 8:30am–5:30pm |
Tuesday | 8:30am–5:30pm |
Wednesday | 8:30am–5:30pm |
Thursday | 8:30am–5:30pm |
Friday | 8:30am–5:30pm |
Saturday | CLOSED |
Sunday | CLOSED |