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.
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?
The Rosedale Family Office is tailored to your families’ 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.
Think of us as your family’s chief financial officer, managing every aspect of your finances – from personal to business.
Find comfort in small investment strategies that are tailored to you.
Stay Focused with personal, family or business goals with strategic guidance.
Feel confident in our reputation, expertise and reliability.