Kurt was interviewed in The Globe & Mail to talk about the ‘gig economy’ and how variable income individuals can reduce tax mistakes through comprehensive planning. Read more.
Kurt was interviewed in The Globe & Mail to talk about how excessive investment in your principal residence may affect your ability to retire with the cash flow you wish to have. Read more.
Kurt Rosentreter is quoted in this opinion article “Schooled by the coronavirus pandemic, financial planners offer their No. 1 piece of advice for the year ahead”
Kurt was interviewed by The Globe & Mail to discuss lessons learned as an investor in the ups and downs of pandemic investing in 2020. Read more.
Kurt was featured in the Medical Post with valuable information on what to expect and what needs to be prepared when faced with the end of marriage. Read more.
[The Globe and Mail] With schools adjusting to new online and in-person classroom setups, the pandemic has left many working parents struggling to juggle their careers along with acting as full-time caregivers and teachers. Kurt Rosentreter contributes to the conversation… Click here to read the full article ➡
Kurt was featured in the Globe and Mail on how to advise and guide clients in career changes. Read more.
Kurt was featured in the Globe and Mail on the effects of the pandemic and investors sidelined with cash. Read more.
Kurt was featured in the Globe and Mail article of more young Canadians are seeking guidance and direction from financial advisors. Read more.
Kurt was featured in the Globe and Mail article on how to help millennials keep calm. Read the full article.
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.
Powered by WiseMedia