Veterinarian Financial Planning: Our Advisory Services
Contact Kurt directly to arrange a confidential conversation about working together. Email Kurt at Kurt.Rosentreter@Manulifesecurities.ca.
Can You Afford to Retire? How We Help Video
Want to learn more? Read about our Financial planning strategies pre-retirement here.
After You Retire – Creating Cash Flow – How we Help Video
Want to learn more? Read about our Financial planning strategies post-retirement here.
Millenials and Money: How We Can Help Video
Want to learn more? Read about our Financial Planning strategies for Millennials here.
Our Divorce Financial Planning Services Video
Want to learn more? Read about our Financial Planning strategies for those going through a divorce here.
Losing a Spouse: Our Advisory Services Video
Want to learn more? Read about our estate planning strategies here.
Advising Executives on Job Loss Finances Video
Want to learn more? Read about our Career Transition planning strategies for professionals here.
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.