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The Bottom Line: Don’t Wait For The Client to Ask for Help

Article about accountants and financial planning. Kurt was asked to write a column for The Bottom Line magazine about encouraging accountants to get involved with financial planning services. Read the full article here.

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12
Years of experience
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Books Published
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Professional Designations
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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