Kurt Rosentreter is ready to help with all aspects of your financial affairs: from investing, tax consulting and estate planning to pre-retirement, post-retirement, insurance and cash flow management among other planning needs. Kurt is the financial advisor Toronto relies on to take the stress out of managing money, while also helping reach their goals and dreams in a common-sense and easy to understand approach.
As Canada's leading certified financial planner, for almost twenty five years Kurt Rosentreter has been committed to helping families manage their finances properly. As a Senior Financial Advisor at Manulife Securities Incorporated, in his Toronto based practice, as an Instructor of Financial Planning courses he teaches across Canada.
As Canada's leading certified financial planner, for almost twenty five years Kurt Rosentreter has been committed to helping families manage their finances properly. As a Senior Financial Advisor at Manulife Securities Incorporated, in his Toronto based practice, as an Instructor of Financial Planning courses he teaches across Canada.
Services
In many situations a Family CFO can help you to eliminate costs from your investments, and your taxes such that the fees are not incremental. In some situations with clients who invest in mutual funds, Kurt has been able to reduce their total investment costs including fees, so that overall they are paying less but now have a professional Family CFO as their lifelong advisor!
Insurance needs analysis and insurance products. Integrated personal financial planning tying all of the above areas together for effective overall planning. Advanced financial planning including family trusts, holding companies, professional corporations, Will planning, selection of estate Executors, Employer stock option planning, alternative investment strategies and more.
This was the last book written by Kurt before he moved into on-line newsletters as a much more time sensitive method of educating clients on personal finance (you can subscribe to Kurt's newsletter here).
The 2009 edition of Wealthbuilding was further enhanced to address detailed planning for aging Canadians and included common sense, practical advice in the areas of income tax planning, investing, how to use debt, approach to life insurance, retirement planning strategies, estate tips, understanding financial advisors and fees and more.
The 2009 edition of Wealthbuilding was further enhanced to address detailed planning for aging Canadians and included common sense, practical advice in the areas of income tax planning, investing, how to use debt, approach to life insurance, retirement planning strategies, estate tips, understanding financial advisors and fees and more.
Join the elite wealth management office of Kurt Rosentreter at Suite 302, 3 Church Street in downtown Toronto, just steps from the Bay Street financial district. A sophisticated office with advanced tools for the established advisor seeking to be a leader in Canadian wealth management. A training and coaching mentorship for advisors transitioning to IIROC from MFDA or insurance.
We are very proud of the thought and planning that has gone into building the financial planning and investment management practice that you have always wanted. The chart below describes in a detailed visual format of the financial advisor process.
How we work with you to define your goals, identify the financial planning topics you need help with, outline our investment management process, explain how we will communicate with you and our approach to fees.Our commitment to quality and how we care about your goals is shown in our unmatched attention to detail and methodical approach to your finances.
How we work with you to define your goals, identify the financial planning topics you need help with, outline our investment management process, explain how we will communicate with you and our approach to fees.Our commitment to quality and how we care about your goals is shown in our unmatched attention to detail and methodical approach to your finances.
Reviews (8)
Lisa Sauve
Jan 09, 2020
Report
Bill Mckechney
Dec 22, 2019
Report
R. M.
Oct 16, 2019
Report
Kurt Rosentreter is a driven professional with a breadth of knowledge and experience. He is very approachable and personable, while professional. Kurt’s staff are also extremely knowledgeable and professional. He and his team are very customer focused. I would highly recommend Kurt Rosentreter and his team.
Lawrence Mandel
Oct 13, 2019
Report
Bill & Mary K.
Sep 19, 2019
Report
Kurt Rosentreter has been our financial advisor for more than 17 years. Over the years Kurt has worked with us to develop our financial goals and plan for retirement. Kurt has always provided sound investment advice based on the "big picture" and has modified our investment portfolio over the years to accommodate our changing needs while ensuring we remain on track to meet our retirement goals; at times this has been a balancing act but Kurt's Annual Review of our portfolio gives us an opportunity to reflect and reassess our finances and is an invaluable resource. Kurt has always put our best interests
Maria G.
Aug 01, 2019
Report
Signing up with Kurt more than 15 years ago put me on a path to financial security. Kurt took the time to understand my investment goals, then leveraged his wide-ranging financial expertise and solid experience to design the right portfolio for me. Through the years, he worked closely with me to update it as needed. He has been my go-to person for financial guidance. He is trustworthy, reliable, and easily accessible. He and his team embody competence, professionalism and top-notch customer service. Very highly recommended, indeed!
Michael Russell
Jun 29, 2019
Report
Personable and professional. Not a salesman. Customizes everything to your specific circumstances and isn't afraid to call you out when you're contemplating a financial decision that you're not understanding from all angles. In other words- watching out for you. Team is fantastic too- proactive, polite and polished.
Kathleen Davidson
Jun 01, 2019
Report
