Advance your financial advisor career with kurt rosentreter

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Looking to Join one of Canada’s Leading Financial Advisory Firms?

Join the elite wealth management office of Kurt Rosentreter at Suite 302, 3 Church Street in downtown Toronto, just steps from the Bay Street financial district.

Our Advantages

You are a successful, established advisor seeking to focus more on affluent client management growth while owning your business entirely and maximizing profit.

You are a successful MFDA or insurance licensed financial advisor seeking to convert to the IIROC platform to offer a broader array of investment products in the new stock and ETF world.

Attend our popular national “IIROC School” offering a week of training on all topics (compliance, products, marketing, planning and more) essential to becoming an IIROC financial advisor. 

Training and coaching on:

You are a new or emerging financial advisor seeking to learn the basics of building a successful practice, providing proper planning services, learning how to attract new clients and earning a growing compensation base.

Seasoned guidance, mentorship and ongoing coaching on:

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