Upper Canada Capital Private Wealth Management
62Developing2848 Bloor St W, Etobicoke, ON M8X 1A9, Canada
About
Kurt Rosentreter is a Certified Financial Planner in Toronto with over 30 years of experience offering comprehensive financial planning, investment advisory, and insurance planning services to help families manage their finances and reach their goals.
Senior Care Path Summary
Kurt Rosentreter offers comprehensive financial planning for all life stages, including pre-retirement and post-retirement planning, estate planning, tax consulting, insurance planning, and cash flow management. He takes a goal-based approach with transparent, flexible fee structures designed to fit each client's budget, and communicates financial advice in plain language that clients can understand and act upon.
The practice is based in Toronto and serves clients through Manulife Wealth Inc., with no standard fee schedules. Kurt is available to discuss your unique financial situation and create a timeline and roadmap tailored to your needs. He has been featured on national media discussing money matters and teaching financial planning courses across Canada.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families planning for retirement
- Pre-retirement and post-retirement planning
- Estate planning needs
- Insurance planning
- Retirees managing their finances
- Individuals seeking transparent fee structures
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
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
- Certified Financial Planner (CFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
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
- English
Frequently Asked Questions
What services does Upper Canada Capital Private Wealth Management offer?
Upper Canada Capital Private Wealth Management is a financial planning provider in Toronto, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Upper Canada Capital Private Wealth Management speak?
Staff at Upper Canada Capital Private Wealth Management are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Upper Canada Capital Private Wealth Management?
You can call Upper Canada Capital Private Wealth Management directly at (866) 275-5878, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Toronto. It is free, with no pressure.
Is Upper Canada Capital Private Wealth Management verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
2848 Bloor St W, Etobicoke, ON M8X 1A9, Canada
Also serves
- Toronto, Ontario
- Canada (online courses and media)