Upper Canada Capital Private Wealth Management

Name: Upper Canada Capital Private Wealth Management
Address: 2848 Bloor Street West, Toronto, ON, M8X 1A9, CA
Telephone: (866) 275-5878
Price range: $$$
Rating: 5

Your Personal CFO for comprehensive wealth management and financial security.

5(5 reviews)

$$$

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About

Upper Canada Capital Private Wealth Management provides expert financial advisory and wealth management services in Toronto. Led by Kurt Rosentreter, the team offers personalized investment strategies, portfolio management, and long-term financial planning to help clients achieve their goals. Known for trustworthiness, professionalism, and top-notch customer service, they act as a personal CFO for individuals and families seeking financial security and growth.

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Location

2848 Bloor St W, Etobicoke, ON M8X 1A9, Canada

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Information

2848 Bloor Street West

Toronto, ON, M8X 1A9

(866) 275-5878 kurtismycfo.com/

Services

Personalized Investment Portfolio Management

Tailored portfolio design and ongoing management based on your financial goals and risk tolerance.

Comprehensive Financial Planning

Holistic financial strategies including retirement, estate, and tax planning to secure your future.

Annual Portfolio Reviews

Regular assessments and adjustments to keep your investments aligned with changing needs and market conditions.

Wealth Management Advisory

Expert guidance on asset allocation, investment selection, and financial decision-making.

Retirement Planning Services

Customized plans to help you achieve financial security and meet your retirement goals effectively.

5.00 · 5 reviews

Overall rating

M G

via Google

· 7 months ago

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

via Google

· 11 months ago

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

via Google

· 7 years ago

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.

Patricia S

via Google

· 7 years ago

Kurt has been our family's financial advisor for over 12 years. We value his professionalism and investment knowledge. Kurt listens to your needs and works with you to put together an investment strategy to meet your goals. We would highly recommend him.

Bill &Mary K.

via Google

· 7 years ago

Kurt Rosentreter has been our financial advisor for more than 17 years. Over the years Kurt has worked with us to develop our financial goals and plan for retirement. Kurt has always provided sound investment advice based on the "big picture" and has modified our investment portfolio over the years to accommodate our changing needs while ensuring we remain on track to meet our retirement goals; at times this has been a balancing act but Kurt's Annual Review of our portfolio gives us an opportunity to reflect and reassess our finances and is an invaluable resource. Kurt has always put our best interests first and has also been a much needed voice of reason on more than one occasion. We trust Kurt explicitly and would highly recommend Kurt to anyone looking for an honest and knowledgeable financial advisor to manage their finances and help secure their financial future.

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