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

December 22, 2022

Independent Wealth Management firms and Bank Owned firms

February 23, 2024

Waiting for the breadth to rise

November 14, 2023

First Home Savings Account

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