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The Estate Management Services

March 12, 2015 No Comments
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Permanent Life Insurance – A Powerful Tax Shelter for Select Investors

March 12, 2015 No Comments
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How Bad Disability Insurance Can Destroy Your Life

March 12, 2015 No Comments
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Looking Back and Looking Forward

January 12, 2015 No Comments
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2014 Year-End Tax Planning

December 12, 2014 No Comments
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2014 Tax Planning Tips Fourth Quarter

December 12, 2014 No Comments
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2014 Tax Planning Tips Third Quarter

September 12, 2014 No Comments
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2014 Tax Planning Tips Second Quarter

August 12, 2014 No Comments
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2014 Tax Planning Tips First Quarter

February 12, 2014 No Comments
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Pros & Cons of Leasing a Vehicle

January 12, 2014 No Comments
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2013 Tax Planning Tips Fourth Quarter

December 12, 2013 No Comments
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2013 Year-End Tax Planning

December 12, 2013 No Comments
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The Seven Seasons

November 12, 2013 No Comments
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Old Age In Canada Newsletter

October 12, 2013 No Comments
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Tax Planning Third Quarter 2013

October 12, 2013 No Comments
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Tax Planning Second Quarter 2013

August 12, 2013 No Comments
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How Much Real Estate is Too Much?

May 12, 2013 No Comments
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2013 Tax Planning First Quarter

March 12, 2013 No Comments
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2012 Tax Planning Fourth Quarter

December 12, 2012 No Comments
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The Globe and Mail: Financial Facelift October 2012

October 13, 2012 No Comments

Kurt was featured as the expert planner in The Globe and Mail’s “Financial Facelift” column. In this article, Kurt provides advice to a single woman …

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2012 Tax Planning Tips Third Quarter

October 12, 2012 No Comments
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Questions for Potential Investment Advisors

April 12, 2012 No Comments

Investment ProductsDescribe your process for selecting securities to purchase for my portfolio?• What qualitative factors do you consider?• What quantitative factors do you consider?• What …

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Financial Checklist for 2012

February 12, 2012 No Comments
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2012 Tax Planning First Quarter

February 12, 2012 No Comments
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Tax Planning Tips Fourth Quarter 2011

December 12, 2011 No Comments
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Canadian 30 Year Olds Are Screwed

November 12, 2011 No Comments
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Summer 2011 Economic Commentary

November 12, 2011 No Comments
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Surviving Divorce

November 12, 2011 No Comments
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Volume 1 2011 Easy Money Management Newsletter

October 12, 2011 No Comments
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Tax Planning Tips Third Quarter 2011

October 12, 2011 No Comments
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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 and Beryl 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
Years of experience
1
Books Published
1
Professional Designations
Kurt Rosentreter

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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.

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 3 Church St #302,
Toronto, ON M5E 1M2, Canada
 +1 416-628-5761 ext. 0

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