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Upper Canada Capital Private Wealth Management
2848 Bloor Street West Toronto, Ontario, M8X 1A9Last time updated: 5/14/25, 10:00 AM
About
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.
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Frequently Asked Questions
Which days is Upper Canada Capital Private Wealth Management open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Upper Canada Capital Private Wealth Management main services?
Financial Planning, Investment Management, Insurance Planning, Career Transition Planning, Divorce Financial Planning, Millennial Financial Planning, Early Retirement Planning, Eldercare Financial Services, Estate Planning, Debt Management, Income Tax Planning, Employer benefits, pensions, bonus planning, Tax Advisory, Wealth Management, Investment Portfolio Design, Children's Financial Planning.
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