Upper Canada Capital Private Wealth Management
44Limited2848 Bloor St W, Etobicoke, ON M8X 1A9, Canada
About
Upper Canada Capital Private Wealth Management is a local financial planning provider in Toronto, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.
Senior Care Path Summary
Who This Provider Is Best For
Photo Gallery
Photos via Google Maps
Google Reviews
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13 Google reviews
Most recent reviews
M G
6 months ago · via Google
Signing up with Kurt more than 15 years ago put me on a path to financial security. Kurt took the time to understand my investment goals, then leveraged his wide-ranging financial expertise and solid experience to design the right portfolio for me. Through the years, he worked closely with me to update it as needed. He has been my go-to person for financial guidance. He is trustworthy, reliable, and easily accessible. He and his team embody competence, professionalism and top-notch customer service. Very highly recommended, indeed!
Laurie Plater
10 months ago · via Google
Kurt and team are absolutely fantastic to work with! I would highly recommend them for all your financial matters. He really is ‘Your Personal CFO’!
Michele Guglielmi
7 years ago · via Google
I met Kurt about 10 years ago when he was teaching a financial course I was attending. I was extremely impressed by his wealth of knowledge and knew I wanted him to manage my portfolio. Today I am still as impressed. Kurt and his team are extremely knowledgeable and professional. They continually evaluate my portfolio to ensure it is right for me. He has helped me develop a strong financial portfolio that I am very comfortable with. I would definitely recommend Kurt and his team to help you grow your portfolio.
Summary of Google Reviews
Summarized by Senior Care Path from Upper Canada Capital Private Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Upper Canada Capital Private Wealth Management holds an excellent 5.0-star rating across 13 Google reviews. Recent reviewers most often highlight caring, attentive staff.
Most common praise
- Caring, attentive staff
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
Location
2848 Bloor St W, Etobicoke, ON M8X 1A9, Canada
Also serves
- Toronto and surrounding areas