Our Team

Dedicated Professionals

The Rosedale Group

Our Team

Dedicated Professionals

With unmatched experience, our team is committed to providing independent and exclusive financial, estate and tax solutions.

Meet Our Team

Our Company

Why Our Experience Sets Us Apart

The Rosedale Group is committed to helping our clients reach their financial goals, while always acting with the integrity and professionalism expected by the discerning investor. By achieving our mission, we are the gold standard in comprehensive wealth management.

The Rosedale Group is a global wealth management practice that places value on getting it right. We are the exclusive and comprehensive family wealth manager that helps our clients achieve what is most important to them. We understand that high-value and key clients require a certain caliber of service that is above and beyond what is offered by brokers or even traditional investment advisors.

Our clients recognize the value of trusted advice as well as our coordinated and personalized approach to wealth preservation and creation. They generally come to us for our conservative investment approach, which focuses on preserving capital, generating income, and delivering steady long-term growth.

What We Do

Discover Our Unique Service Offering

The Rosedale Group offers a number of services to our clients. We rely upon a team of experts who we draw upon for specialized, integrated and global advice. On a regular basis, we utilize the resources of our experts, review the progress our clients are making towards their goals, and make necessary adjustments in their overall plan.

We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank strategic partners located in Toronto, New York and Mexico City. This allows us to access the required expertise to provide our clients with a comprehensive investment strategy across the global markets.

The goal of retirement income planning is to establish a life-long income stream that can support the lifestyle you desire, while also mitigating risk factors. We provide expert advice about registered retirement products, including RRSPs, RRIFs and annuities. We identify your retirement income need, review the assets and income stream available to fund your retirement and demonstrate how prudent withdrawal rates can extend the life of your investments.

Our Will and Estate Planners provide advanced knowledge of estate planning strategies and solutions. Working with your specific financial, legal and tax situations, the Will and Estate Planners help you achieve your testamentary goals in a tax-efficient and timely manner.

We have partnered with some of the best Financial Enterprise Planners and have developed customized succession plans for your family business. Succession planning is an important process and should not be overlooked.

Insurance solutions help define your complete financial strategy and deliver on our Client Commitment to provide you with recommendations that encompass your entire financial picture. The Insurance experts can provide technical knowledge and personal/corporate strategies relating to income and wealth enhancement, charitable gifting, income replacement and business coverage.

Our Tax Experts help you minimize the amount of tax you pay. We work with your existing team of professional advisors (accountants, lawyers, etc.) to provide continuity of expertise and knowledge.

We have the expertise needed to provide guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about your other education savings options.

If you are committed to creating a meaningful legacy that warrants philanthropic advice or help in the creation of a foundation, we can draw on the expertise of the largest provider of expert philanthropic services to private foundations from within the Scotiabank Group. These specialists have the means and knowledge to guide you in making a lasting contribution for generations to come.

Top notch personal day-to-day banking services offered through your regular branch, or customized private banking services tailored to your needs for a fee—you can choose.

Our Latest News

Let Us Keep You Up-To-Date

Love Letter – April 9, 2018

April 9, 2018

U.S. – China protectionist trade rhetoric adding to short-term volatility, but our positive thesis intact

Though markets are generally rational, they occasionally do crazy things.” (Warren Buffett, Berkshire Hathaway 2017 Annual Report, February 24, 2018)

Despite the strongest global economic growth in many years, capital markets have been volatile and performed poorly so far in 2018. As of the close on April 6, most global equity markets were in negative territory YTD and the MSCI World equity index was down 2.4% YTD. While inflation worries and higher interest rates triggered the sell-off in early-February, protectionist trade rhetoric emanating from the White House, and profit-taking in the technology sector have contributed to further deterioration in investor confidence in recent weeks (exhibit 1).

Quite contrary to media headlines on trade, geopolitics, and day-to-day swings in the marketplace, we continue to view fundamentals as positive, valuations as reasonable, and risks worthy of monitoring but manageable. In this newsletter we outline several reasons to maintain the course of a diversified investment portfolio strategy. Read More…

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Our Community

Causes We Believe In

The Rosedale Group

Our Community

Causes We Believe In

We take pride in being very active in our community. Take a look at the people and organizations with whom we work.

Community Involvement

Contact Us

Get in Touch With Our Team

95 St. Clair Avenue West, Suite 1400, Toronto, Ontario, M4V 1N6, Canada
(416) 355-6349 · (416) 355-6352