by Kurt Rosentreter


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Wealthbuilding by Kurt Rosentreter

“One of the most important books on personal finance in the last 10 years.”

— Tim Cestnick, author of The Tax Freedom Zone

When Kurt Rosentreter started his career in finance nearly 20 years ago, he couldn’t believe:

  • That Canadians received so little advice about the after-tax implications of their investment decisions.
  • And that so many of them just bought investment and insurance products without building a proper financial plan first.

Kurt made it his personal and professional mission to wake Canadians up to the need to build their wealth in a more sophisticated way. He took his message to the airwaves and pages of Canada’s media, spoke to large groups across the country, and published three popular books, including Wealthbuilding, now available in this information-packed and wisdom-packed revised edition.

In Wealthbuilding, Kurt guides you in considering these and other factors in all of your financial decisions:

  • Your goals
  • The fees you pay
  • Taxes and tax planning
  • How and why you invest
  • Your future retirement plans
  • Living in retirement today
  • Death and what matters to you    
  • Your parents
  • Your children, spouse, and grandchildren

  • Debt
  • Risk
  • Charity
  • Insurance: how much and what kind
  • Financial advisors: how many and what kind
  • Income and expenses
  • Your career
  • Real estate
  • Your attitude

    Acting as a “Family CFO,” Kurt takes the stress out of managing money, helping you make decisions in light of your goals and dreams. Kurt is a Senior Financial Advisor and Insurance Agent at a major financial services firm in Toronto.

    Product Details

    ISBN-13: 9781926645056
    Publisher: BPS Books
    Publication date: 07/15/2009
    Edition description: Revised
    Pages: 364
    Product dimensions: 6.00(w) x 9.00(h) x 0.75(d)

    About the Author

    Kurt Rosentreter may be Canada's foremost expert on wealth management for affluent Canadians. Before he was 30 he co-founded a billion dollar wealth management business inside one of Canada's largest accounting firms, serving Canada's affluent from coast to coast. He is the author of two other books, and has an honours degree in finance.

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