The Globe and Mail interviews Kurt to talk about how to manage people who suddenly find themselves with a lot of money. Read the article.
By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIM, FCSISenior Financial Advisor & Portfolio Manager | Manulife Wealth Inc. By Gerdi Lito, CFAPortfolio Manager
In this Issue Navigating Uncertainty: Fundamentals and Diversification From the Desk of Patricia Arsenault, CIM®• Financial Advisor Associate, Manulife Wealth Inc. Fundamentals Still Drive MarketsEarnings
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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
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