Frank Valicek, CFP
Kurt Rosentreter, CPA, CA
Financial Advisor, Manulife Securities Incorporated Life Insurance Advisor, Manulife Securities Insurance Inc.
Senior Financial Advisor and Portfolio Manager, Manulife Securities Incorporated
25 years of experience
28 years of experience
Experienced Chartered Accountant and Financial Planner & team help you to address planning topics like: • How much money do I need to retire?
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• Can I divide up my assets in divorce and still be ok? • Rental properties and old age: sell, donate, give to kids & tax planning. • Understanding old age healthcare costs in Ontario. • Paying lower investment fees and get better investment returns. • When should I start receiving CPP, OAS and my RRIF? • Income tax, cottages & avoiding family wars on your death. • Spending money in retirement- maximums yearly so you don't run out. • When to stop giving money to your adult children? • Can I afford to stay in my home forever? Financial pitfalls of condos. • Strategies to pay less income tax each year. • Managing finances as an independent widow(er).
Clients receive a complementary copy of Kurt's popular book, "Wealthbuilding"
To book a confidential appointment contact Ms. Laura Collins: Laura.Collins@ManulifeSecurities.ca 476.628.5767 Ext 0 www.kurtismydo.com Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Securities are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
UI
Manulife Securities