Wellington-Altus Private Wealth - Rosedale Family Office

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. 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. Consistency, Stability and Trust. That is what you will find at Rosedale Family Office.