Rosedale Family Office, 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 wealth goals through Investment Management, Tax and Estate Planning, Business and Succession Planning, Charitable Giving, and a host of other services customized to your family’s needs. Your financial future relies on a solid 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.