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Kurt Rosentreter: eNewsletters

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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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Tax Planning Tips Second Quarter 2011 June

June 12, 2011 No Comments
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First Quarter 2011 Tax Tips

February 12, 2011 No Comments
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Volume 25 2010 Kurt’s Tax Planning Newsletter

November 12, 2010 No Comments
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Personal Tax Planning Tips-Third Quarter 2010

August 12, 2010 No Comments
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Volume 24 2010 Kurt’s How to Beat a 2% GIC

July 12, 2010 No Comments
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Volume 22 2010 Retirement Cash Flow

May 12, 2010 No Comments
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Volume 21 2010 Economic Forecast and Strategic Financial Strategies

March 12, 2010 No Comments
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Hard to Talk About Financial Planning Topics

March 12, 2010 No Comments
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Volume 23 2010 Tax Planning

February 12, 2010 No Comments
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Volume 20 Year End Tax Tips 2009

November 12, 2009 No Comments
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Volume 18: September 2009 Condo Issue

September 12, 2009 No Comments
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Volume 19 Fall Tax Planning Newsletter Edition

September 12, 2009 No Comments
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Volume 16: Straight Talk on “Safe” Investments 2009

May 12, 2009 No Comments
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Volume 17: Spring Tax Planning 2009

April 12, 2009 No Comments
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Tax Season 2009

March 12, 2009 No Comments
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Volume 15: February 2009 RRSP Issue

March 2, 2009 No Comments
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Volume 14: Investing Lessons from a Bad Correction Spring 2009

February 12, 2009 No Comments
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Volume 12: Defensive in a Falling Stock Market 2009

January 12, 2009 No Comments
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Volume 13: Essential Financial Tips 2009

January 12, 2009 No Comments
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Volume 5: Tax Season Primer Winter 2008

December 12, 2008 No Comments
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Volume 11: What kind of investor are you 2009?

December 12, 2008 No Comments
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Year End Tax Planning

December 12, 2008 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 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, 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

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2848 Bloor Street West, Etobicoke, Ontario
M8X 1A9 Canada
 +1 416-628-5761 ext. 0

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8:30am–5:30pm

Tuesday

8:30am–5:30pm

Wednesday

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Thursday

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Friday

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Saturday

CLOSED

Sunday

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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.
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