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 familys 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 familys unique situation to bring you peace of mind now and for the future. We look at your lifes balance shee...