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Last updated: 5 months ago
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Financial Planning
About Upper Canada Capital Private Wealth Management
Helping You Reach Your Financial Goals Go to full description...
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Email address:
kurt.rosentreter@manulifewealth.ca
Kurt Rosentreter, one of Canada's leading Certified Financial Planners, helps individuals and families navigate key financial milestones. With nearly 25 years of experience, Kurt specializes in retirement income planning, tax efficiency, and wealth preservation for those planning for the future. He also provides families with personalized strategies for saving, investing, and building wealth for long-term security. Whether it's maximizing retirement savings, managing healthcare costs, or securing an estate, Kurt's comprehensive advice ensures peace of mind and financial stability for all stages of life.
Services:
Insurance Planning, Career Transition Planning, Employer benefits, pensions, bonus planning, Investment Management, Early Retirement Planning, Tax Advisory, Estate Planning, Wealth Management, Divorce Financial Planning, Millennial Financial Planning, Financial Planning, Investment Portfolio Design, Eldercare Financial Services, Children's Financial Planning, Debt Management, Income Tax Planning