Rosedale Family Office at Wellington-Altus Private Wealth

Rosedale Family Office is a multi-family office serving families across Canada and the United States for the past 20 years. We help our clients achieve their goals through investment management, tax, and estate planning, business and succession planning, charitable giving, and a host of other services that are customized to your family’s needs. Your financial future relies on a strong team around you who anticipate your needs and responds to your every concern. Just as you take a long-term approach to your wealth, we have built a multi-generational team to ensure our client relationships are for life. With over 100 years of combined experience, we are a diverse team of experts dedicated to getting to know you. We collaborate on crafting real solutions to secure your hard-earned legacy, ensuring confidence and peace of mind. The Rosedale Family Office is tailored to your family's unique situation to bring you peace of mind now and for the future. We look at your life’s balance sheet, not just your investments. At Wellington-Altus, you get the best of both worlds: truly independent objective advice with big bank safety. We have rock-solid financial stability with the security of a Schedule 1 bank. Clients can invest with confidence knowing that National Bank Independent Network (NBIN), a National Bank of Canada division, ensures safe custody of all assets and performs our back-office services. Wellington-Altus Private Wealth is regulated by the Investment Industry Regulatory Organization of Canada and is a member of CIPF.

Website

https://advisor.wellington-altus.ca/rosedalefamilyoffice/

External link for Rosedale Family Office at Wellington-Altus Private Wealth

Industry

Financial Services

Company size

11-50 employees

Headquarters

Toronto, Ontario

Type

Partnership

Founded

2019

Specialties

Estate Planning, Wealth Management, and Tax Consulting