Rockwood Financial

At Rockwood Financial, we understand that managing your finances can be complex and overwhelming. That's why we're dedicated to helping individuals, families, business owners, and corporations solve their financial puzzles with sensitivity and expertise. Since 1993, our experienced team of professionals has been committed to developing and maintaining strong, long-term relationships with our clients.

Our Story

Rockwood Financial was founded in Rockwood, Ontario, in 1993, based on a sincere desire to solve clients' most pressing financial puzzles. Over the last 20 years, we have formed an experienced team of professionals dedicated to developing and maintaining strong, long-term client relationships. In fact, our very first client from September 1993 is still our client today.

Our Services

We offer a wide range of financial services designed to help you achieve your goals. Our investment services include investment funds, segregated funds, guaranteed income certificates (GIC), tax-free savings accounts (TFSA), registered retirement savings plans (RRSP), registered disability savings plans (RDSP), and registered education savings plans (RESP). Our insurance services include life insurance, living benefits insurance, travel insurance, group benefits, group retirement savings plans (GRSP), health spending account (HSA), and individual pension plans (IPP). We also offer financial planning, estate planning, retirement planning, and tax planning services.

Our Approach

Our dedicated team of professionals will work with you to identify your financial goals and risks. We'll help you plan, execute, and monitor your financial strategy to ensure you achieve your objectives. We're committed to providing personalized service, expertise, and guidance to help you solve your financial puzzles.

Why Choose Rockwood Financial?

At Rockwood Financial, we're dedicated to building long-term relationships with our clients. We take the time to understand your unique financial situation and develop a customized strategy to help you achieve your goals. Our team of experienced professionals is committed to providing exceptional service, expertise, and guidance to help you solve your financial puzzles.