Kurt Rosentreter
Kurt Rosentreter is a senior financial advisor and portfolio manager with Manulife Wealth Inc., known for his strategic approach to helping clients navigate economic uncertainties. He emphasizes the importance of understanding clients' income structures and vulnerabilities in the face of potential job losses or economic downturns. Rosentreter advocates for thorough discussions about clients' financial health, enabling them to create effective budgets and secure cash reserves, ensuring they remain prepared for unforeseen challenges while still working towards long-term financial goals.
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Kurt Rosentreter, senior financial advisor and portfolio manager with Manulife Wealth Inc., recommends a conversation with clients to gauge their vulnerability.
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