Month: December 2009

Chartered Accountants Ontario, Manitoba: 3 Courses October – December 2009

Kurt taught three courses (What is Wealth Management Course, How to Build a Financial Plan Course and How to Build an Investment Portfolio Course) for Chartered Accountants across Ontario and Manitoba, with full day seminars in the following cities: Markham, Toronto, Barrie, Waterloo, Kitchener, London, Mississauga and Winnipeg. Kurt continues to be a qualified instructor …

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The Globe and Mail: Financial Facelift December 2009

Media / By Kurtismycfo

Kurt was profiled in The Globe and Mail national newspaper where he provided financial planning advice to Canadians who had submitted information to the newspaper as part of their weekly “Financial Facelift” series. In 2009, Kurt was asked to comment in the national newspapers, radio or television ten times on matters of investment planning, retirement …

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Upper Canada Capital

Financial consultant in Toronto, Ontario

Professional financial advisors and wealth planners with decades of experience based in Toronto.

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Address

2848 Bloor St. West.
Etobicoke, ON M8X 1A9

Contact

Business: (416) 628-5761 Ext. 0
Toll-free: 1-866-275-5878
Fax: (416) 225-8650

Upper Canada Capital is our trade name (i.e. business name) under which we offer all our services. Upper Canada Capital is a trade name used for both securities business and insurance business. Stocks, bonds, and mutual funds are offered through Manulife Wealth Inc. Financial plans are offered through Manulife Wealth Inc. Insurance products & services are offered through Upper Canada Capital Inc. and Manulife Wealth Insurance Inc. Manulife Wealth related companies are 100% owned by The Manufacturers Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Wealth website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.