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October 2023 Market Commentary

8 Comments / Kurt eNewsletters / By

Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities IncorporatedPresident, Upper Canada Capital Inc.kurt.rosentreter@manulifesecurities.ca Looking Ahead Despite Near-Term Uncertainty September tends to be one of the worst months for the stock market, and this year was no different. The weakness over the past month resulted in negative returns across equity …

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June 2023 Team Newsletter

10 Comments / Kurt eNewsletters / By

From the Desk of Gerdi Lito, CFAAssociate Portfolio Manager, Manulife Securities IncorporatedGerdi.lito@manulifesecurities.ca The Importance of Having an Emergency Fund Life can be unpredictable and disrupting events can have a strong impact on your finances. Healthcare bills, emergency home repairs, job loss or temporary disability may leave you needing money quickly to pay bills and maintain …

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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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It is a pleasure working with Kurt in a transparent environment. He is client focused in an industry where that is not common.
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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.
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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 Rosentreter

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Kurt Rosentreter, Certified Financial Planner and Wealth Management

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

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Stocks, bonds and mutual funds are offered through Manulife WEALTH Inc. INSURANCE PRODUCTS AND SERVICES ARE OFFERED THROUGH UPPER CANADA CAPITAL INC. Banking products and services are offered through referral.
 
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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