The Rosedale Group - ScotiaMcLeod

Overview

Rosedale Family Office provides investment management, tax planning, estate planning, business and succession planning, charitable-giving guidance, and other services customized to each family. Its specialties include estate planning, wealth management, and tax consulting.²³

The firm says its approach considers a client’s entire life balance sheet alongside investments and emphasizes personalized advice for families and business owners.⁴

History

Rosedale Family Office lists 2019 as its founding year.³

Leadership

Gord Love is Senior Wealth Advisor and Senior Portfolio Manager and serves as an Advisory Council Co-Chair.⁵

Sarah Jones is Senior Investment Advisor. Himalaya Jain is Senior Investment Advisor and Portfolio Manager, and Ian Love is Investment Advisor and Portfolio Manager.⁶

Alison Forster leads Wealth Planning Services, and Stephanie Tong is Head of Client Services.⁶

Services

Rosedale’s services include investment management, tax planning, estate planning, business planning, succession planning, charitable-giving guidance, wealth management, and tax consulting. The firm describes these services as customized to each family’s circumstances.²³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Business owner services

Client Focus

Rosedale serves families across Canada and the United States and highlights families and business owners as key client groups.¹⁴

Approach

Rosedale describes a long-term approach to wealth and says it maintains a multigenerational team to support lasting client relationships. The firm reports more than 100 years of combined team experience.⁷⁸

Rosedale says Wellington-Altus provides independent, objective advice with the security of a Schedule 1 bank, while National Bank Independent Network provides custody and back-office services. Wellington-Altus Private Wealth is regulated by the Canadian Investment Regulatory Organization and is a Canadian Investor Protection Fund member, according to the firm’s company page.⁹

FAQs

Related resources

• LocationMultifamily offices in Toronto

  The Toronto directory gives a starting point for comparing multi-family office options in a major Canadian market. A family considering Rosedale Family Office can use it to review nearby firms, service mixes, and geographic fit while thinking about investment management, tax planning, estate planning, and cross-border family needs.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers directory listings and practical playbooks for owners managing a family enterprise. These materials can help a Canadian or US business owner identify questions for a prospective adviser about succession, tax planning, estate structures, philanthropy, and the relationship between personal wealth and an operating company.

• Network siteFamilyOffices.com

  FamilyOffices.com provides background resources and a community focused on single-family offices and wealthy families. Readers can use the material to clarify which responsibilities they want an outside multi-family office to handle, from investments and estate planning to philanthropy, and to prepare informed questions for an initial discussion.

• GuideData privacy and security with an MFO

  The data privacy and security guide explains issues families should raise before sharing financial, tax, estate, or philanthropic information with a multi-family office. It can help a family in Canada or the United States ask about access controls, confidentiality practices, information handling, and expectations for business-owner services.

• Similar firmsBurkett Asset Management Limited
  IP Private Wealth
  Our Family Office Inc.

  Profiles of Burkett Asset Management Limited, IP Private Wealth, and Our Family Office Inc. offer additional points of comparison on this site. Reviewing their stated services and client focus can help a family or business owner frame questions about investment management, tax and estate planning, philanthropy, and support for operating businesses.

Sources

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.