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Upper Canada Capital Private Wealth Management

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Last Updated On

Apr. 29, 2025, 5:34:42 p.m.

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2848 Bloor Street West

M8X 1A9EtobicokeOntario

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Listing ID

47372641

About Upper Canada Capital Private Wealth Management

Kurt Rosentreter, one of Canada's leading Certified Financial Planners, helps individuals and families navigate key financial milestones. With nearly 25 years of experience, Kurt specializes in retirement income planning, tax efficiency, and wealth preservation for those planning for the future. He also provides families with personalized strategies for saving, investing, and building wealth for long-term security. Whether it's maximizing retirement savings, managing healthcare costs, or securing an estate, Kurt's comprehensive advice ensures peace of mind and financial stability for all stages of life.

Keywords

elder careretirementretirement planningInvestment ManagementTax Return PreparationEstate ManagementFinancial PlanningIncome PlanningAsset ManagementWealth ManagerInvestingCertified Financial PlannerFinancial AdviceFinancial AdvisorInsurance PlanningCareer TransitionDivorce Financial PlanningInvestment AdvicePersonal CFO

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Opening Hours

Monday

8:30 a.m. - 5:30 p.m.

Tuesday

8:30 a.m. - 5:30 p.m.

Wednesday

8:30 a.m. - 5:30 p.m.

Thursday

8:30 a.m. - 5:30 p.m.

Friday

8:30 a.m. - 5:30 p.m.

Saturday

Closed

Sunday

Closed

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