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­Kurt Rosentreter  is the author of Wealth Building. Manulife Securities has not created nor endorsed this book or any of its contents. Any opinions, advice, statements, services, offers or other information contained in this book are those of the author and not of Manulife Securities or any of its affiliates.

The opinions expressed are those of the author and may not necessarily reflect those of Manulife Securities Incorporated and/or Manulife Securities Insurance Inc.

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Market News – Q3 2026

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Tax Tidbits Some quick points to consider… Importance of Strong Internal Accounting: Gross Negligence Penalties A January 6, 2026 Tax Court of

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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’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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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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Kurt Rosentreter

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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.

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