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Kurt Rosentreter is a Senior Financial Advisor at Manulife Securities Inc., where his focus is providing financial management advice and assistance to people. He is one of Canada’s most credentialed and experienced Wealth Planners and has been committed to helping families manage their finances properly for almost twenty years. Kurt takes the stress out of managing money, while helping Canadians to reach their goals and dreams, with a common-sense, easy to understand and friendly approach. He is also an instructor of financial planning courses offered by the Ontario Institute and other organizations across Canada.

Kurt is a past National Executive Board Member of the Canadian Association of Financial Advisors, and past board or committee member of the Canadian Institute of Chartered Accountants, the Canadian Association of Financial Planners and the Financial Planner Standards Council of Canada.

Kurt is a respected personal finance expert consulted by leading news outlets, including The Globe and Mail, The National Post, The Toronto Star, Canadian Business Magazine, Maclean’s Magazine and Profit Magazine, as well as  Canada AM and CBC. In the last ten years, he has provided more than 500 expert commentaries, interviews and articles on money matters for Canadians.

Kurt is also a best-selling personal finance author whose publications include Tax Smart Investing, Rosentreter’s Rules on Wealth Management and Wealthbuilding.