Kurt was invited by the Chartered Accountant Institute of BC to teach four days of courses on retirement planning, investing, estate planning, insurance, taxes, children’s savings, debt and real estate planning to Chartered Accountants from across BC.
Kurt taught three courses on investing, how to create a financial plan and affluent investing and wealth management in Canada to Chartered Accountant members of the Ontario CA Institute.
2024 markets From the desk of Kurt Rosentreter, CPA, CA, CFPPortfolio Manager – Manulife Wealth Inc The year 2024 was a remarkable
The Value of Financial Advice Frank Valicek, CFP, CIMSenior Financial Advisor, Manulife Wealth Inc.President & Life Insurance Advisor, Upper Canada Capital Inc.
Q3 2024: Strong performance, lingering questions Kurt Rosentreter, CPA, CA, CFP, CLU, CIMA, TEP, FMA, CIMSenior Financial Advisor & Portfolio Manager, Manulife
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Certified Financial Planner professional, Canada
A Certified Financial Planner professional that assists with all aspects of your financial affairs. Toronto Based.
2848 Bloor Street West, Etobicoke, Ontario
M8X 1A9 Canada
+1 416-628-5761 ext. 0
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 |
