Financial Consultants in Stonegate-Queensway, Etobicoke, ON
Find accurate info on the best financial consultants in Stonegate-Queensway, Etobicoke. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 4 out of 4
Showing results: 1 - 4 out of 4
Results from the 'Financial Consultants' category in Stonegate-Queensway, Etobicoke
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2848 Bloor St. West, Etobicoke, M8X 1A9
416 628 5761
Kurt Rosentreter - CPA, CA, CFP, FCSI, CIMA, CLU, TEP CIM A Professional Personal CFO that assists with all aspects of your financial affairs. As one of Canada’s most credentialed and experienced Wealth Planners, for almost twenty five years Kurt Rosentreter has been committed to helping families manage their finances properly. As a Senior Financial Advisor at Manulife Securities Incorporated, in his Toronto based practice, as an Instructor of Financial Planning courses he teaches across Canada, and as a media spokesperson on money issues for the national press on TV, radio and in print, Kurt provides practical and common sense financial advice. Closed now
2848 Bloor St. West, Etobicoke, M8X 1A9
(416) 628-5761
No matter what your financial goals are, Upper Canada Capital can help you reach them. Our team of experienced financial advisors and qualified advisor associates can assist you in navigating the complex world of wealth management, developing a relationship that will serve your financial needs for a lifetime. Our financial advisors and advisor associates bring close to one hundred years of combined industry experience to the practice. Our professionals have earned the world’s most prestigious wealth management designations including Certified Public Accountant (CPA, CA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Investment Management Analyst (CIMA), Tax & Estate Practitioner (TEP) and more. 
Closed now
22 Riverwood Pkwy, suite 407, Etobicoke, M8Y 4E1
(647) 786-4548