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... Read More about Upper Canada Capital Private Wealth Management

RecordXpress provides information management services to Canadian businesses, legal firms, and health care organizations. With locations across Canada, our platform is built on the latest technology to guarantee security, convenience, and peace of mind. Our commitment to clients is simple and effective. Straightforward, honest pricing with no hidden fees. We value loyalty and the longstanding relationships that we have with... Read More about RecordXpress York

At Investment Planning Counsel, we believe that all wealth management starts with a dream. Our role is to help you develop a financial plan that will allow you to live your dream. Whether your dreams are short-term or long-term, grand or modest, no matter what stage of life you are at, we want to help you live your dream. Dreams... Read More about Investment Planning Counsel