Wealth Management is People
- People who listen to you.
- People that guide you.
- People you grow to trust.
- People who pro-actively try to help you.
- People who admit mistakes.
- People who fix them fast.
- People who are easy to reach.
- People who go the extra mile for you.
Upper Canada Capital Wealth Management Team
Our team consists of two Chartered Accountants, two Certified Financial Planners, Investment Advisors, Insurance Agents, and an administrative team. Through our strategic partnerships we can offer, experts in mortgages, debt, legal work, tax return preparation and US tax return preparation.
We have close to 100 years of experience and continue to assist our clients on their finances, being able to handle the most sophisticated domestic and international financial complexities.
Kurt Rosentreter
CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIM®
PORTFOLIO MANAGER,
MANULIFE WEALTH INC.
PRESIDENT & LIFE INSURANCE ADVISOR, UPPER CANADA CAPITAL INC.
Kurt has long been recognized as one of Canada’s most established and credentialed financial experts on matters of investing, taxes, estate, retirement, comprehensive financial planning and wealth management. With more than thirty years of experience advising clients, seven published books on personal finance in stores and as an Instructor of Wealth Management courses for the Chartered Professional Accountants across Canada, Kurt brings academic expertise, an integrated planning approach, technically sound planning and a goal based approach to your finances.
