Rosedale Family Office

Overview

Rosedale Family Office coordinates investment, tax, estate, business, charitable, and other wealth-planning needs through services customized to each family. The firm reports more than 20 years serving families and more than 100 years of combined team experience. It also describes a multi-generational team focused on long-term relationships across generations.¹

The firm operates through Wellington-Altus Private Wealth, which the Canadian Investment Regulatory Organization lists as an investment dealer approved as a CIRO participant. Rosedale Family Office reports that it is fee only and does not offer proprietary products.²³

History

Rosedale Family Office reports more than 20 years of experience serving families. Its published case studies describe work for families with approximately $300 million, $50 million, and $10 million in net worth.¹³

Leadership

- Gord Love, Senior Wealth Advisor and Senior Portfolio Manager - Sarah Jones, Senior Investment Advisor - Himalaya Jain, Senior Investment Advisor and Portfolio Manager - Ian Love, Investment Advisor and Portfolio Manager - Noah Djurfeldt, Investment Advisor and Associate Portfolio Manager - Alison Forster, Head of Wealth Planning Services; CFP® and TEP designations⁴

Services

Rosedale Family Office provides financial planning, investment management, business and family advisory, retirement and life planning, private banking and borrowing, will, estate and trust planning, philanthropic planning, and tax and risk consulting.⁵

The firm works with families on personal, family, and business objectives, including financial plans, tax and estate planning, succession planning, and budgeting. Its case studies also describe borrowing support, tax structures, multigenerational wealth planning, and charitable foundation administration.³⁶

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Retirement planning

Client Focus

The firm serves families in Canada and the United States and structures its work around each family’s needs. Its published examples include families with approximately $300 million, $50 million, and $10 million in net worth, with planning that spans investment, borrowing, taxation, estates, succession, philanthropy, and family continuity.¹³

Approach

Rosedale Family Office describes investment management as centered on asset allocation and capital preservation, with a long-term emphasis on capital appreciation. Its stated approach includes preserving and growing capital, dynamic risk and return decisions, proactive asset allocation, diversification, value-oriented investing, and fundamental research.⁵⁶

The firm provides discretionary portfolio management and adjusts investment strategies in response to political, economic, and investment conditions. It presents its advisory model as coordinated planning across investment, tax, estate, business, charitable, and other wealth considerations.⁶

Assets and Minimums

Its published case studies reference families with approximately $300 million, $50 million, and $10 million in net worth.³

FAQs

Related resources

• LocationMultifamily offices in Toronto

  The Toronto multifamily offices page helps compare firms serving Canadian families and business owners, with a useful regional reference for someone considering cross border support. It can help readers place Rosedale Family Office's Canada and United States coverage in the wider Toronto market while reviewing needs such as investment management, tax planning, and estate planning.

• GuideMultifamily office services

  This services guide outlines the functions a multifamily office may coordinate, including investment management, financial planning, tax and estate planning, philanthropy, administration, bill pay, and retirement planning. Readers can use it to organize questions about which responsibilities they want handled for their family or business and how those needs may span Canada and the United States.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community for single family offices and wealthy families. Its material can give prospective clients broader context on family governance, administration, investing, and long term planning before speaking with a multifamily office serving families in Canada or the United States.

• GuideData privacy and security with an MFO

  The data privacy and security page explains issues families should review when an office handles financial records, tax information, bill payments, and estate details. For a family considering Rosedale Family Office, it provides practical topics to raise about protecting sensitive information across daily administration and cross border planning.

• Similar firmsBC Partners in Planning Ltd.
  Our Family Office Inc.
  First Affiliated Holdings Inc.

  Profiles for BC Partners in Planning Ltd., Our Family Office Inc., and First Affiliated Holdings Inc. provide additional points of comparison on this site. Reviewing these firms can help a wealthy family or business owner refine questions about service scope, regional fit, administration, investment oversight, and planning support before contacting Rosedale Family Office.

Sources

1. Rosedale Family Office
2. CIRO: Wellington-Altus Private Wealth Inc.
3. Rosedale Family Office, Our Difference
4. Rosedale Family Office, Meet Your Team
5. Rosedale Family Office, Our Services
6. Alison Forster

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.