Kurt Rosentreter

Kurt Rosentreter

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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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Recent news mentions

Kurt Rosentreter describes the significant impact a midlife divorce can have on retirement planning.

What to do when a mid-life divorce derails your well-laid retirement plan
The Globe and Mail·CanadaCanada· 2025-07-18
5.0

Kurt Rosentreter is a Toronto-based certified financial planner who discusses the implications of having a mortgage in retirement.

A realistic guide to retirement for mid- or late-life homebuyers
The Globe and Mail·CanadaCanada· 2025-07-13
6.0

Kurt Rosentreter, senior financial advisor and portfolio manager with Manulife Wealth Inc., recommends a conversation with clients to gauge their vulnerability.

How to help edgy clients prepare for a job loss
The Globe and Mail·CanadaCanada· 2025-03-03
7.0