Kurt was recently profiled in The Globe and Mail’s “Financial Facelift” series on Saturday December 4, 2010. In this article, Kurt provided advice on how accumulating enough retirement money. (Article no longer available).
Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio”, “Stocks, ETFs and Mutual Funds” and “Wealth Management in Canada” to Chartered Accountants in Winnipeg on behalf of the CA Institute of Manitoba. Kurt is teaching full day courses on “How to Build a Financial Plan”, …
Financial consultant in Toronto, Ontario
Professional financial advisors and wealth planners with decades of experience based in Toronto.
2848 Bloor St. West.
Etobicoke, ON M8X 1A9
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.
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