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Meet our exceptional team of people

Meet Our People

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.


Meet our exceptional team of people.

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 Photo

Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIM

President, Upper Canada Capital Inc.
Senior Financial Advisor and Associate Portfolio Manager, Manulife Securities Incorporated
Certified Financial Planner and Life Insurance Advisor, Upper Canada Capital Inc.

As the past co-founder of the billion-dollar wealth management practice at one of Canada's "Big Four" accounting firms, 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 twenty five years of experience advising clients, seven published books on personal finance in stores and as Instructor of Wealth Management courses for the Chartered Professional Accountants of Ontario, Kurt brings academic expertise, an integrated planning approach, low fees, technically sound planning and a goal based approach to your finances.

Email: kurt.rosentreter@manulifesecurities.ca     Phone: (416) 628 5761 ext. 230

Learn more about Kurt at his personal website.


Frank Valicek, CFP Photo

Frank Valicek, CFP

Co-President, Upper Canada Capital Inc.
Financial Advisor, Manulife Securities Incorporated
Certified Financial Planner and Life Insurance Advisor, Manulife Securities Insurance Inc.
Life Insurance Advisor, Upper Canada Capital Inc.

With over twenty years of financial advisory experience, Frank advises clients on both their investment and personal insurance needs – life, disability, critical illness, long term care. By providing customized investment and insurance solutions through goal based client planning, Frank helps clients grow, manage and preserve wealth. He has previously occupied progressively senior positions at a major financial services firm including managing a professional team of Private Wealth Consultants. Frank has instructed Seneca College’s Certified Financial Planner designation preparatory course and served on the Investment Funds Institute of Canada’s public relations committee.

Email: frank.valicek@manulifesecurities.ca     Phone: (416) 628 5761 ext. 236


 Jordan Campbell, CFA Photo

Jordan Campbell, CFA

Financial Advisor Associate, Manulife Securities Incorporated

After completing a post-graduate program in financial planning, Jordan began working as a personal banker at RBC where he provided clients with investment, financial and credit advice in addition to building financial plans for them. Jordan holds the CFA designation and provides sophisticated investment management solutions and assists with providing financial planning services for complex client situations.

Email: jordan.campbell@manulifesecurities.ca     Phone: (416) 628 5761 ext. 223


Mathew Cain Photo

Mathew Cain

Financial Advisor Associate, Manulife Securities Incorporated

Mathew brings ten years of industry experience to the wealth management team of Kurt Rosentreter. Upon completing a Bachelor of Commerce degree, and graduating near the top of his class, he began his career as a personal banker at one of the largest banks worldwide. During that time Mathew won two investment competitions recognized by Cornell and Yale University and developed his skills in technical analysis. Currently, Mathew is working towards completing his Chartered Investment Manager (CIM) designation and provides investment portfolio advice and assists with providing financial planning services for high net worth clients.

Email: mathew.cain@manulifesecurities.ca     Phone: (416) 628 5761 ext. 229


Monika Kucinskaite, M.Com Photo

Monika Kucinskaite, M.Com

Financial Advisor Associate, Manulife Securities Incorporated

Monika has completed her Canadian Securities Course and Conduct and Practi­tioner’s Exam to qualify as a registered representative in Ontario. Previously, Monika worked in Europe assisting the European Commission’s Directorate-General for Budgets with communication on financial projects. She plays a vital role assisting clients with investment portfolio design, monitoring, and trading. Monika also assists with the development of comprehensive financial plans involving detailed analysis and summary for retirement planning, estate work, cash flow, debt, real estate, tax planning and more.

Email: m.kucinskaite@manulifesecurities.ca     Phone: (416) 628 5761 ext. 235 


Gerdi Lito, CFA Photo

Gerdi Lito, CFA

Financial Advisor Associate, Manulife Securities Incorporated
Life Insurance Assistant, Upper Canada Capital Inc.

Gerdi has consulted business owners and individuals in various areas of personal finance such as investments, cash flow and budgeting, retirement planning, insurance and risk management.

With a strong academic background, Gerdi has been teaching in a university for ten years such subjects as Portfolio Management, Insurance and Financial Modeling and has published textbooks on these topics. Gerdi has completed a Master of Finance degree and also holds the CFA designation.

Email: gerdi.lito@manulifesecurities.ca     Phone: (416) 628 5761 ext. 238


Laura Collins Photo

Laura Collins

Executive Assistant, Manulife Securities Incorporated
Executive Assistant - Upper Canada Capital Inc.

Laura’s twenty five years of industry experience have made her a model of operational effectiveness. Laura’s responsibilities cover a diverse list of essential tasks and there is rarely a time she isn’t involved in a client matter: client reporting, account transfers, stock and bond inquiries, investment maintenance, insurance quotes and file preparation. Laura is our “jack of all trades” with the technical competency to handle it all.

Email: laura.collins@manulifesecurities.ca     Phone: (416) 628 5761 ext. 239


Patrick Dailey Photo

Patrick Dailey

Client Services Assistant, Manulife Securities Incorporated

Patrick has completed a Bachelor of Commerce degree after majoring in Economics and Finance and is now currently working towards earning his Chartered Financial Analyst (CFA) designation. Patrick provides analysis on current and potential investments which are then converted into bi-weekly stock reports and quarterly ETF reports. Patrick also prepares materials for client meetings by analyzing portfolio reviews and strategic asset allocations.

Email: patrick.dailey@manulifesecurities.ca     Phone: (416) 628 5761 ext. 222


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