Our Difference

Your Financial Stewards

Managing every aspect of your finances – from business to personal

Think of us as your family’s chief financial officer. We can help with your investment planning, retirement planning, tax planning, estate planning, charitable giving, education planning and to prepare for any financial situations you and your family may find yourselves in.

Discretionary Portfolio Management

Find comfort in smart investment strategies that are tailored to you.

The Rosedale Family Office utilizes discretionary management to alter investment strategies and react to changing political, economic or investment climates. This helps our client’s portfolios capture market upside while ensuring an appropriate risk adjusted return.

Family & Business Wealth Advisory

Stay focused on personal, family or business goals with strategic guidance.

We work with our clients to learn their personal, family and business goals and help them stay focused on those goals with specific strategies to achieve them. This means constructing financial plans, navigating tax and estate planning, working through family and business succession planning, and ensuring budgets are adhered to. Our clients lives are complicated so we work with them to ensure their core financial goals are focused on and achieved.

100 Years Combined Experience

Feel confident in our reputation, expertise and reliability.

Our founding team at Rosedale Family Office has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

The Rosedale Process

Investment Philosophy

Preserve and Grow Capital

“Return of Capital” is as important as “Return on Capital”

Risk-Return

We recognize that the trade-off between risk and return is dynamic over the course of an economic cycle

Asset Allocation

We proactively adjust asset allocation to control risk and generate returns

Diversification

We achieve the benefits of diversification by allocating capital across asset classes, within asset classes

Investment Style

We are value-oriented and believe that growth is attractive at a reasonable price

Fundamental Analysis

We allow economic and investment research to guide our security and manager selection

Family Office Case Studies

The Chairman

Family Size

~$300M

Net Worth

This client came to Rosedale Family Office to help coordinate all their financial management needs. With a focus on borrowing, we implemented banking and tax structures that have allowed the family to grow their wealth more efficiently.

A Family Affair

Family Size

~$50M

Net Worth

Starting when our client sold his business, we helped create the structure that would allow him to build multi-generational wealth. Rosedale Family Office now deals with 3-generations of this family including grand-kids who we are beginning to help introduce to the world of investing.

The Philanthropist

Family Size

~$10M

Net Worth

Giving back is a priority for this client. Rosedale Family Office helped them create a tax-efficient foundation structure that allows more money to go to the right place. We also perform the day-to-day administration of the foundation including coordinating donations and researching new donation opportunities.

Independence & Oversight

Our affiliation with Wellington-Altus and National Bank creates the perfect mix of independence and oversight.

Independence

We have no “proprietary” products, or outside influences.

We are “fee only” advisor which removes any and all conflicts of interest.

We operate with full and complete transparency; part of our job is to cut through the jargon of the investment industry.

Oversight

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 division of National Bank of Canada, ensures safe custody of all assets and performs our back-office services.

Wellington-Altus Private Wealth is regulated by the Canadian Investment Regulatory Organization and is a member of CIPF.