Redefine your Wealth

Rosedale Family Office is a multi-family office that has been 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.

Your Family Office

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 and ensure confidence and peace of mind. How can we help?

Listen, Watch & Read

November 27, 2021

What we can learn from Microsoft and Serena Williams

June 15, 2022

Inflation, Interest Rates, Inflection Points

June 24, 2022

Finding balance amid uncertainty

Keeping expectations on an even keel has been a challenge when it comes to the financial markets. In 2022, we have experienced a rapid …