“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:
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 children, spouse, and grandchildren
Insurance: how much and what kind
Financial advisors: how many and what kind
Income and expenses
About KURT ROSENTRETER
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.
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.