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

  • CO-PRESIDENT, UPPER CANADA CAPITAL INC. 
  • FINANCIAL ADVISOR, MANULIFE SECURITIES INCORPORATED 
  • CERTIFIED FINANCIAL PLANNER
  • LIFE INSURANCE ADVISOR, MANULIFE SECURITIES INSURANCE INC. 
  • LIFE INSURANCE ADVISOR, UPPER CANADA CAPITAL INC.

As the past co-founder of the billion-dollar wealth management practice at one of Canada’s “Big Four” accounting firms, 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 Instructor of Wealth Management courses for the Chartered Professional Accountants of Ontario, Kurt brings academic expertise, an integrated planning approach, low fees, technically sound planning and a goal based approach to your finances. 

Frank Valicek, CFP

  • CO-PRESIDENT, UPPER CANADA CAPITAL INC. 
  • FINANCIAL ADVISOR, MANULIFE SECURITIES INCORPORATED 
  • CERTIFIED FINANCIAL PLANNER
  • LIFE INSURANCE ADVISOR, MANULIFE SECURITIES INSURANCE INC. 
  • LIFE INSURANCE ADVISOR, UPPER CANADA CAPITAL INC.


With over twenty years of financial advisory experience, Frank advises clients on both their investment and personal insurance needs – life, disability, critical illness, long term care. By providing customized investment and insurance solutions through goal based client planning, Frank helps clients grow, manage and preserve wealth.

He has previously occupied progressively senior positions at a major financial services firm including managing a professional team of Private Wealth Consultants. Frank has instructed Seneca College’s Certified Financial Planner designation preparatory course and served on the Investment Funds Institute of Canada’s public relations committee.

Jordan Campbell, CFA

  • FINANCIAL ADVISOR ASSOCIATE, MANULIFE SECURITIES INCORPORATED

After completing a post-graduate program in financial planning, Jordan began working as a personal banker at RBC where he provided clients with investment, financial and credit advice in addition to building financial plans for them. Jordan holds the CFA designation and provides sophisticated investment management solutions and assists with providing financial planning services for complex client situations. 

Mathew Cain

  • FINANCIAL ADVISOR ASSOCIATE, MANULIFE SECURITIES INCORPORATED

Mathew brings ten years of industry experience to the wealth management team of Kurt Rosentreter. Upon completing a Bachelor of Commerce degree, and graduating near the top of his class, he 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. Currently, Mathew is working towards completing his Chartered Investment Manager (CIM) designation and provides investment portfolio advice and assists with providing financial planning services for high net worth clients. 

Monika Kucinskaite, M.Com

  • FINANCIAL ADVISOR ASSOCIATE, MANULIFE SECURITIES INCORPORATED

Monika has completed her Canadian Securities Course and Conduct and Practi­tioner’s Exam to qualify as a registered representative in Ontario. Previously, Monika worked in Europe assisting the European Commission’s Directorate-General for Budgets with communication on financial projects.

She plays a vital role assisting clients with investment portfolio design, monitoring, and trading. Monika 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
  • LIFE INSURANCE ADVISOR, UPPER CANADA CAPITAL INC.

Gerdi has consulted business owners and individuals in various areas of personal finance such as investments, cash flow and budgeting, retirement planning, insurance and risk management.

With a strong academic background, Gerdi has been teaching in a university for ten years such subjects as Portfolio Management, Insurance and Financial Modeling and has published textbooks on these topics. Gerdi has completed a Master of Finance degree and also holds the CFA designation.

Laura Collins

  • EXECUTIVE ASSISTANT, MANULIFE SECURITIES INCORPORATED

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. 

Patrick Dailey

  • CLIENT SERVICES ASSISTANT, MANULIFE SECURITIES INCORPORATED

Patrick has completed a Bachelor of Commerce degree after majoring in Economics and Finance and is now currently working towards earning his Chartered Financial Analyst (CFA) designation. Patrick provides analysis on current and potential investments which are then converted into bi-weekly stock reports and quarterly ETF reports. Patrick also prepares materials for client meetings by analyzing portfolio reviews and strategic asset allocations. 

WHAT SETS Us APART

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