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The Globe and Mail: Report on Business 2015

Kurt was asked to provide expert financial commentary to the most recent case study published in the Report on Business section of The Globe and Mail. In this case, a couple in BC is looking to understand if they can afford to buy a bigger home, how to plan for their retirement and some investment planning. (Article no longer available)

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2024 Federal Budget Commentary

April 19, 2024 No Comments

Provided by Kurt Rosentreter, CPA, CA On April 16, 2024, the Deputy Prime Minister and Finance Minister, presented Budget 2024 – Fairness

RRSP, TFSA and Income Tax Forms

February 14, 2024 9 Comments

Kurt Rosentreter’s Wealth Management Team Written by Monika Kucinskaite, M.ComFinancial Advisor Associate | Manulife Wealth Inc.m.kucinskaite@manulifesecurities.ca 2023 RRSP Deadline The last day

2024 Economic Outlook Meeting

January 19, 2024 3 Comments

A Summary by Kurt Rosentreter Early January, every year, the Economic Club of Canada hosts a panel of the Chief Economists of

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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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.
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, 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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