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Financial Planning

Veterinarian Financial Planning: Our Advisory Services

August 1, 2023 No Comments

Contact Kurt directly to arrange a confidential conversation about working together. Email Kurt at Kurt.Rosentreter@Manulifesecurities.ca.

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Kurt Rosentreter speaking about Retirement planning essentials

Can You Afford to Retire?  How We Help Video

February 18, 2019 No Comments

Want to learn more? Read about our Financial planning strategies pre-retirement here.

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Kurt Rosentreter speaking about Retirement Strategies

After You Retire – Creating Cash Flow – How we Help Video

February 6, 2019 No Comments

Want to learn more? Read about our Financial planning strategies post-retirement here.

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Kurt Rosentreter Speaking about Millenials and Money

Millenials and Money: How We Can Help Video

February 6, 2019 No Comments

Want to learn more? Read about our Financial Planning strategies for Millennials here.

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Kurt Rosentreter Video about Divorce

Our Divorce Financial Planning Services Video

February 6, 2019 No Comments

Want to learn more? Read about our Financial Planning strategies for those going through a divorce here.

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Losing a Spouse: Our Advisory Services Video

February 6, 2019 No Comments

Want to learn more? Read about our estate planning strategies here.

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Kurt Rosentreter Speaking about Job Loss

Advising Executives on Job Loss Finances Video

February 3, 2019 No Comments

Want to learn more? Read about our Career Transition planning strategies for professionals here.

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Kurt’s full video series covers a variety of common topics he helps his clients with. As a financial advisor in Toronto, he has dealt with a wide variety of cases and is able to create a unique solution based on your families unique needs. Most clients refer to him as their personal CFO as he keeps things managed for generations to come. If you’re looking to get more information message Kurt for a full outline of his services, and how he can create a custom tailored plan for you.

CLIENT TESTIMONIALS

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.
John Casola
John Casola
It is a pleasure working with Kurt in a transparent environment. He is client focused in an industry where that is not common.
Jeff Pocock
Jeff Pocock
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.
Adolf Fratton
Kurt’s wholistic approach to our family financial needs have given us comfort and confidence during a tough economic climate. Thank you!
Kristy Fletcher and Jim Neish
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.
Rosana Russo
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.
Palmo and Margaret D’Ippolito
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.
Juleen Marchant
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!
Kirit Patel
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12
Years of experience
1
Books Published
1
Professional Designations
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.

Manulife Wealth Inc. Disclaimer

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M8X 1A9 Canada
 +1 416-628-5761 ext. 0

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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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