Linkedin-in Envelope Graduation-cap
Client Login
Let's Talk

Kurt Rosentreter: eNewsletters

In the news
e-newsletters
videos
Presentations

2016 Tax Planning Tips First Quarter

March 12, 2016 No Comments
Read More →

2016 Federal Budget Summary by Ernst & Young

March 12, 2016 No Comments
Read More →

Designing Retirement Income for Canadians

January 12, 2016 No Comments
Read More →

Year end Tax Planning Tips

December 22, 2015 No Comments
Read More →

2015 Tax Planning Tips Third Quarter

September 12, 2015 No Comments
Read More →

2015 Tax Planning Tips First Quarter

July 12, 2015 No Comments
Read More →

2015 Tax Planning Tips Second Quarter

July 12, 2015 No Comments
Read More →

CPA Association in Vancouver Key Note Speaking 2015

June 2, 2015 No Comments

Kurt presented several courses (including Investing in Stocks, ETFs and Mutual funds and Designing Retirement Income) for attendees at the CPA Association of BC in …

Read More →

The Estate Management Services

March 12, 2015 No Comments
Read More →

Permanent Life Insurance – A Powerful Tax Shelter for Select Investors

March 12, 2015 No Comments
Read More →

How Bad Disability Insurance Can Destroy Your Life

March 12, 2015 No Comments
Read More →

Looking Back and Looking Forward

January 12, 2015 No Comments
Read More →

2014 Year-End Tax Planning

December 12, 2014 No Comments
Read More →

2014 Tax Planning Tips Fourth Quarter

December 12, 2014 No Comments
Read More →

2014 Tax Planning Tips Third Quarter

September 12, 2014 No Comments
Read More →

2014 Tax Planning Tips Second Quarter

August 12, 2014 No Comments
Read More →

2014 Tax Planning Tips First Quarter

February 12, 2014 No Comments
Read More →

Pros & Cons of Leasing a Vehicle

January 12, 2014 No Comments
Read More →

2013 Tax Planning Tips Fourth Quarter

December 12, 2013 No Comments
Read More →

2013 Year-End Tax Planning

December 12, 2013 No Comments
Read More →

The Seven Seasons

November 12, 2013 No Comments
Read More →

Old Age In Canada Newsletter

October 12, 2013 No Comments
Read More →

Tax Planning Third Quarter 2013

October 12, 2013 No Comments
Read More →

Tax Planning Second Quarter 2013

August 12, 2013 No Comments
Read More →

How Much Real Estate is Too Much?

May 12, 2013 No Comments
Read More →

2013 Tax Planning First Quarter

March 12, 2013 No Comments
Read More →

2012 Tax Planning Fourth Quarter

December 12, 2012 No Comments
Read More →

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 …

Read More →

2012 Tax Planning Tips Third Quarter

October 12, 2012 No Comments
Read More →

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 …

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
Previous
Next
12
Years of experience
1
Books Published
1
Professional Designations
Kurt Rosentreter

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, Certified Financial Planner and Wealth Management

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

Manulife Wealth Inc. Disclaimer

Let's Work Together

Learn More

Address

2848 Bloor Street West, Etobicoke, Ontario
M8X 1A9 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

Let's Talk

Linkedin Envelope

Click here for directions

Stocks, bonds and mutual funds are offered through Manulife WEALTH Inc. INSURANCE PRODUCTS AND SERVICES ARE OFFERED THROUGH UPPER CANADA CAPITAL INC. Banking products and services are offered through referral.
 
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.
© ALL RIGHTS RESERVED. KURT ROSENTRETER | Sitemap
POWERED BY WISEMEDIA
Scroll to Top

Get Kurt's Top 12
Wealth Building Strategies

Save money and build reliable wealth with the strategies Kurt gives to his clients. Fill out your email to get access to the document!

Your privacy is fully protected. By signing up to receive Kurt’s Wealth Building Strategies you give explicit permission for Kurt or Kurt’s staff to email you to deliver his enewsletter.

Here's access to your wealth building strategies!

Click the link below, or check your email to get access to Kurt’s Top 12 Wealth Building strategies. Check it out to view the essential tips he gives to all his clients! 

Get the Document