Whether you are considering Registered Education Savings Plans (RESPs) for your children’s future or Registered Retirement Savings Plans (RRSPs) for your own retirement needs, personal investing can be intimidating, confusing and stressful. Join Liz West and Kurt Rosentreter as they discuss six simple steps each of us can take to meet our financial goals.
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.
It is a pleasure working with Kurt in a transparent environment. He is client focused in an industry where that is not common.
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.
Previous
Next
12
Years of experience
1
Books Published
1
Professional Designations
receive kurt's wealth management newsletter. never miss an update.
By signing up to receive Kurt’s enewsletter you give explicit permission for Kurt or Kurt’s staff to email you to deliver this enewsletter.
Kurt Rosentreter Financial Advisor and Wealth Management
Financial Advisor, Toronto
A Professional Family CFO that assists with all aspects of your financial affairs. Toronto Based.
A Professional Family CFO that assists with all aspects of your financial affairs. Toronto Based.
Address
3 Church St #302,
Toronto, ON M5E 1M2, 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 |