Kurt Rosentreter Logo
Linkedin Facebook Twitter Envelope
Client Login
Let's Talk

How to Actually Reach Your Financial Goals (Podcast)

Although everyone has financial goals, not everyone can reach theirs. We must take an integrated approach to managing the different components of our finances in order to reach our financial goals and produce the best results. Join Liz West and Kurt Rosentreter as they discuss how to prioritize financial goals to ease decision making.

Share on facebook
Facebook
Share on google
Google+
Share on twitter
Twitter
Share on linkedin
LinkedIn

More to explore

March 2021 Newsletter from Kurt and Team

April 1, 2021 No Comments

From the Desk of Kurt Rosentreter Calculating capital gains for US stocksby Jordan Campbell Taxation of cryptocurrenciesby Mathew Cain RESP withdrawals and

Kurt Rosentreter

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
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 Financial Advisor and Wealth Management

Financial Advisor, Toronto
A Professional Family CFO that assists with all aspects of your financial affairs. Toronto Based.

Manulife Securities Disclaimer

Let's Work

Learn More

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

Let's Talk

Facebook Twitter Linkedin Envelope

Click here for directions

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