Rose & Associates

At Rose & Associates Inc., we believe that wealth is about more than just money - it's about the richness of your life. Whether you're planning to launch a business, save for your children's education, or buy the beachfront cottage of your dreams, we help you realize your vision. Our mission is to empower individuals and families to achieve financial security and peace of mind through comprehensive and personalized wealth management solutions.

Our Philosophy

We understand that every life path is unique, and that's why we take the time to listen to your story, understand your goals, and create a tailored plan that suits your needs. Our philosophy is built on the foundation of empowering our clients to take control of their financial journey. We believe that financial freedom is not just about accumulating wealth, but about living a life that is rich in experience, connection, and fulfillment.

Our Services

As trusted Ottawa financial advisors, we provide a range of services designed to help you achieve your financial goals. Our comprehensive wealth management solutions include investment management, retirement planning, tax planning, and estate planning. We also offer expert guidance on budgeting, risk management, and goal setting.

Our team of experienced consultants will work with you to define and prioritize your financial objectives, create a roadmap for achieving them, and provide ongoing coaching and guidance to ensure you stay on track. We believe in building long-term relationships with our clients, and we're committed to helping you unlock financial success and achieve your brightest financial future.

What Sets Us Apart

At Rose & Associates Inc., we're passionate about delivering personalized service and tailored solutions that meet the unique needs of each client. We're committed to being your trusted advisor, your partner in your financial journey. Our team of experts has over 30 years of experience in providing comprehensive wealth management solutions, and we're dedicated to helping you achieve financial security and peace of mind.

Stay Informed

Stay up-to-date with the latest news and insights from our experts. Browse our blog for articles on topics ranging from small business ownership to retirement planning, and learn how our expert advisors can help you achieve your financial goals.