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Kurt’s Public Speaking Events: 2008

  • April 20th: Noon: “Estate Planning & The United Church” Eglinton St. Georges United Church
  • May 7th: “Personal Investing Course” Holiday Inn, Markham, Ontario
  • May 9th: “Creating a Financial Plan Course” Institute of Chartered Accountants of Ontario Head Office
  • May 14th: “Personal Finance Case Studies Course” Institute of Chartered Accountants of Ontario Head Office
  • May 20th: “Creating a Financial Plan Course” The Sheraton, London, Ontario
  • May 22nd: “Creating a Financial Plan Course” Toronto, Ontario
  • June 3rd: “Developing a Financial Planning Practice Course” Institute of Chartered Accountants of Ontario Head Office
  • June 4th: “Baby Boomers: Can you Afford to Retire?” Toronto Reference Library
  • June 10th: “Developing a Financial Planning Practice Course” Holiday Inn, Markham, Ontario
  • June 12th: “Personal Investing Course” The Hilton, Toronto, Ontario
  • June 17th: “Personal Finance Case Studies Course” Holiday Inn, Markham, Ontario
  • September 28th: On September 28, 2008, Kurt was a guest on the national program “CBC Sunday Morning” and was interviewed by Carol and Evan to discuss the current state of the stock market and how investors should react.
  • November 2008: Kurt is teaching a 90-minute course on retirement planning for employees of the Province of Ontario Government on November 26, 2008.
  • December 2008: Kurt is the instructor of four courses on wealth management topics (investing, retirement, insurance, estate, children’s savings, tax planning and real estate) for the continuing education program of the Ontario Institute of Chartered Accountants. Twelve half and full day courses are being offered from October to December 2008 in Toronto, Mississauga, Ottawa, Markham, Barrie and London.
  • December 2008: Kurt is teaching two courses on financial planning and investing for the Manitoba Instititute of Chartered Accountants on December 11 and 12th, 2008 in Winnipeg.
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By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, CIMA, FCSI, CIM What is an RESP? RESPs or registered educational savings plans are

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By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, CIMA, FCSI, CIM What is a RRIF?  A RRIF or registered retirement income fund

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 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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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.

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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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