Company description
Helping You Reach Your Financial Goals
No matter what your financial goals are, Upper Canada Capital can help you reach them. Our team of experienced financial advisors and qualified advisor associates can assist you in navigating the complex world of wealth management, developing a relationship that will serve your financial needs for a lifetime. Our financial advisors and advisor associates bring close to one hundred years of combined industry experience to the practice.
Our professionals have earned the world’s most prestigious wealth management designations including Certified Public Accountant (CPA, CA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Investment Management Analyst (CIMA), Tax & Estate Practitioner (TEP) and more.
More details
- Company Owner
- Kurt Rosentreter
- Tagline
- Helping You Reach Your Financial Goals
