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| Join the elite wealth management office of Kurt Rosentreter at Suite 302, 3 Church Street in downtown Toronto, just steps from the Bay Street financial district.
A sophisticated office with advanced tools for the established advisor seeking to be a leader in Canadian wealth management.
A training and coaching mentorship for advisors transitioning to IIROC from MFDA or insurance.
A developmental office for aspiring advisors needing a helping hand.
Our Advantages: |
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The freedom to offer products from a wide range of institutions – objectivity and independence essential to becoming a trusted advisor. |
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You own your book of business – and this will never change. |
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No contracts to sign. You are your own business professional. Period. |
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No limits on where you can attract and work with clients. |
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No sales quotas. |
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Flexible, high payouts on revenue. |
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A financial planning culture. |
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A succession program to take care of your family. |
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Referrals of new clients to help you grow. |
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A strong national brand – learn more at www.manulifesecurities.ca |
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A local office owner that will help you grow – learn more at www.kurtismycfo.com. |
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| You are a successful, established advisor seeking to focus more on affluent client management growth while owning your business entirely and maximizing profit. |
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A classy heritage brick and beam building with high ceilings near the world famous St. Lawrence market. Inexpensive client parking is nearby and we are steps from Union Station. |
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Peer group monthly strategy session to share best practices among advisors. |
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Industry competitive due diligence to better compete for business. |
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State of the art stock and bond wrap programs and fee based accounts – wide fee flexibility. |
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Third party stock research tools and a leading bond desk. |
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Capital market group providing new issues, private company advisory services and advanced support on all investment matters. |
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High advisor grid payouts. |
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| You are a successful MFDA or insurance licensed financial advisor seeking to convert to the IIROC platform to offer a broader array of investment products in the new stock and ETF world. |
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Attend our popular national “IIROC School” offering a week of training on all topics (compliance, products, marketing, planning and more) essential to becoming an IIROC financial advisor). |
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Training and coaching on: |
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How to use research and select stocks, bonds and ETFs. |
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Portfolio construction using individual securities; converting from mutual funds and how to transition. |
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Positioning your new IIROC practice with existing clients. |
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How to market to new clients interested in stocks and bonds. |
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Training on trading techniques to minimize errors and maximize productivity. |
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Proper compliance techniques in your IIROC practice. |
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Exploring fee based accounts – who it is right for, how to convert clients, compensation adjustments and leading selling techniques for fee based. |
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Winning strategies for attracting new clients in your practice. |
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| You are a new or emerging financial advisor seeking to learn the basics of building a successful practice, providing proper planning services, learning how to attract new clients and earning a growing compensation base. |
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Seasoned guidance, mentorship and ongoing coaching on: |
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How to prepare a financial plan and how to construct a portfolio. |
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Servicing standards for clients. |
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How and when to hire staff. |
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Attracting and winning new clients. |
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Tools, charts, checklists and letter templates for practice efficiency. |
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Dress for success and first impressions. |
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Flexible financial arrangements until you are on your feet! |
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Work alongside one of Canada’s most established and successful financial advisors:
About Kurt Rosentreter, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIM
Senior Financial Advisor, Manulife Securities Incorporated
Phone 416 628 5761, ext. 230 Fax 416 225 8650 Toll free 1 866 275 5878 Ext 230
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Past co-founder of the billion dollar investment advisory practice at one of Canada’s Big Four accounting firms |
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Instructor, Wealth Management, Ontario, BC and Manitoba Institutes of Chartered Accountants |
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National best selling author, with seven books on wealth management |
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Regular and past contributor on money strategies to The Globe and Mail, The National Post, The Toronto Star, CBC TV, Canada AM, Canadian Business magazine, Maclean’s and other media. |
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Past national board member for The Canadian Association of Financial Planners, The Financial Planner Standards Council, Advocis and the Manulife Securities advisory council. |
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For a confidential discussion about moving your practice to our office at Suite 302, 3 Church Street, Toronto , contact us at:
Kurt Rosentreter at 416.628.5761, ext. 230 or Kurt.Rosentreter@ManulifeSecurities.ca
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