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Tax Smart Investment Advisor

Looking for a tax efficient investment advisor? trust 25+ years of experience

One of our core investment managment philosophies - Tax Efficiency

In Canada, we lead the way in tax planning within client investment portfolios. Kurt wrote four books on “Tax Smart Investing” designed to construct investment portfolios to focus on after-tax investment returns. Many Canadian investment firms still focus wrongly on pre-tax gross investment returns.

With a CPA on our team, every step of our planning and management process contains sensitivity to tax minimization in your portfolio and your finances. We use tax-smart investing strategies based on Kurt’s best-selling books on how to invest to maximize after-tax returns.

For 25+ years, Kurt has been advising clients in all areas of investment planning. Being an instructor for the Chartered Professional Accountants of Ontario, he brings academic expertise and technically sound planning strategies to your investments. With Kurt, you can rest assured you are in good hands. 

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 professional, Canada

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

Manulife Wealth Inc. Disclaimer

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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

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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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