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Financial Planning

Veterinarian Financial Planning: Our Advisory Services

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

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

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

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

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

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

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.

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