Kurt was recently interviewed on TVO Today’s The Agenda with Steve Paikin about the recent rise is popularity of financial influencers (or “finfluencers”). Watch the segment by clicking here.
Tax Tidbits . . . some quick points to consider.
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities Incorporated,President, Upper Canada Capital Inc.Life Insurance Advisor, Manulife Securities Insurance [email protected] What We Did All Summer It was a busy summer with all the team (nine people) back in the office (at 2848 Bloor St. West). All …
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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