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2024 October Team Newsletter

5 Comments / Kurt eNewsletters / By

Q3 2024: Strong performance, lingering questions Kurt Rosentreter, CPA, CA, CFP, CLU, CIMA, TEP, FMA, CIMSenior Financial Advisor & Portfolio Manager, Manulife Wealth Inc.President & Life Insurance Advisor, Upper Canada Capital Inc. Global markets performed well in the third quarter of 2024, continuing their positive trend this year. This was influenced by factors such as …

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How to Kill a Robo-Advisor | Why People are Coming back to Personal Financial Advisors

Kurt eNewsletters / By

I Won Another Client from a Robo-Advisory Firm. If you follow the financial press in Canada and elsewhere, you have heard that robot- advisory is positioned as the future of financial advice and a better way for consumers to invest their savings. It consists of investment firms using technology to manage investment portfolios, offering some …

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Intergenerational Wealth Planning in Canada the RIGHT Way [Step-By-Step Guide]

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We spend a lifetime having dreams, interacting with family, accumulating assets, living with risk, and then we die. This article ties everything together to create a common-sense, low cost, no-fighting and income tax minimized estate plan. Let me talk to you about twenty-five years of helping people take care of the people and causes they …

Intergenerational Wealth Planning in Canada the RIGHT Way [Step-By-Step Guide] Read More »

CLIENT TESTIMONIALS

I went through three or four financial advisors before I found Kurt. Kurt is knowledgeable, very responsive, and most of all, he is genuinely interested in helping us achieve our financial goals. He's a keeper.
John Casola
John Casola
It is a pleasure working with Kurt in a transparent environment. He is client focused in an industry where that is not common.
Jeff Pocock
Jeff Pocock
As my financial advisor, Mr. Kurt Rosentreter has consistently demonstrated exceptional management of my portfolio with annual growth even in these turmoil financial settings. Without any reservations, I would highly recommend anybody serious about their financial futures to consult with Mr. Kurt Rosentreter before it is too late.
Dr. Mark Hsiang-En Lin
Dr. Mark Hsiang-En Lin
I have followed for years Kurt’s appearances on investment seminars, before I approached him to take on our investments. To date, we have been very pleased with his advice, warning, coaching us on our segment mix and his recommendations have always worked out for us.
Adolf Fratton
Kurt’s wholistic approach to our family financial needs have given us comfort and confidence during a tough economic climate. Thank you!
Kristy Fletcher and Jim Neish
I met Kurt through my accountant’s contact and advice. I think changing my financial advisor was a very good decision, and very good advice from my accountant. Kurt is conservative and does look for our benefit, not his.
Rosana Russo
Kurt has, quite literally, a “wealth” of financial knowledge and experience based on many years of data collection and professional work/field experience. It is these skills that give me a high level of confidence and trust in his judgement and council. Additionally, Kurt is easily reachable and genuinely approachable, caring and courteous. I have never left a meeting with Kurt that I didn’t take away more useful and thought provoking information.
Palmo and Margaret D’Ippolito
It’s great to have an advisor who looks at my overall financial picture and is not averse to recommending an investment even if it means less income or fees for him. Kurt has been a pleasure to deal with.
Juleen Marchant
When we first met with Kurt, we discussed our expectations and he gave us good ideas as well as a roadmap. It is to his credit that now we are firmly on that roadmap. Thanks Kurt!
Kirit Patel
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12
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Kurt Rosentreter

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Kurt Rosentreter, Certified Financial Planner and Wealth Management

Certified Financial Planner professional, Canada

A Certified Financial Planner professional that assists with all aspects of your financial affairs. Toronto Based.

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Upper Canada Capital is a trade name used to carry on business related to life insurance and stocks, bonds and mutual funds. Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Insurance products and services are offered through Upper Canada Capital Inc. and Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services.
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