Veterinarian Financial Planning: Our Advisory Services
Contact Kurt directly to arrange a confidential conversation about working together. Email Kurt at [email protected].
Financial Planning
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.
It is a pleasure working with Kurt in a transparent environment. He is client focused in an industry where that is not common.
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.
Previous
Next
12
Years of experience
1
Books Published
1
Professional Designations
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.
Should you wish to discontinue receiving emails from our office, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded; it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on our commitment to privacy and responsible use of information, please see our Privacy Policy page.
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.
Let's Work Together
Learn More
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 |