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Schooled by the coronavirus pandemic, financial planners offer their No. 1 piece of advice for the year ahead

Kurt is quoted by The Globe & Mail about how to deal with the pandemic and your finances in 2021. Read more.

https://www.theglobeandmail.com/investing/personal-finance/household-finances/article-schooled-by-the-coronavirus-pandemic-financial-planners-offer-their-no/

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Kurt Rosentreter

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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.
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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.
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Kurt’s wholistic approach to our family financial needs have given us comfort and confidence during a tough economic climate. Thank you!
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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.
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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.
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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.
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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!
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12
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Kurt Rosentreter

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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.

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