Kurt was one of two expert speakers on practice management at the ETF Association of Canada’s national conference. Kurt told approximately one hundred and fifty financial advisors how to design a financial advisory practice and advocated for transparent, value priced fees. Kurt debated with a professional investment counsellor about how to structure a wealth management practice.
Market News – Q3 2026
By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIM, FCSISenior Financial Advisor & Portfolio Manager | Manulife Wealth Inc. By Gerdi Lito, CFAPortfolio Manager
