An Open Letter to Small Business Owners in Ottawa
Donna Richardson
February 21, 2024
As fellow entrepreneurs, we understand the myriad challenges that come from running a small business.
Every Journey Is Unique
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.
Every Life Path Is Unique
Wealth is about more than money—it’s about the richness of your life. Whether you’re looking to launch a business, save for your children’s education or buy that beachfront cottage you always dreamed of, we help you realize your vision.
WHAT WE BELIEVE
A plan, tailored to you
At Rose & Associates Inc. our mission is to empower individuals and families to achieve financial security and peace of mind through comprehensive and personalized wealth management solutions. We’ve been helping our clients achieve their lifestyle goals for more than 30 years.
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+
Years Experience
Complete wealth management services
Clear financial blueprints
We will help you define and prioritize your financial goals. Your Financial GPS outlines your objectives and creates a roadmap for achieving them.
Strategic investments
As independent financial advisors, we will help guide your investment decisions by considering factors like risk tolerance, time horizon and investment objectives.
Added value at every step
We communicate routinely and provide active coaching and guidance as a partner in your financial journey. We will always make sure that our advice is aligned with your financial and personal needs.
WHO WE ARE
We help you make your way
We listen, then we talk. We gather the complete picture of your life circumstances, working with you to define a financial plan and put it into action—with the goal of sustained prosperity and financial security.
News & Blogs
Latest Articles
A little story about Jack and Diane
Donna Richardson
February 21, 2024
Introduction: As Jack and Diane approach the age of 60, they find themselves at a crucial juncture in their lives – preparing for retirement.
Make a Wish – Calendar of Wishes
Donna Richardson
December 11, 2023
As we all think back to the pandemic, we remember the isolation and separation… something that was especially true for Benjamin following his heart transplant, when maintaining good health through his recovery was absolutely critical.
Trusted Ottawa financial advisors, Rose & Associates Inc. provides investment management, retirement planning, tax planning and estate planning services in the Ottawa, Canada and surrounding area. Mutual Funds provided by Sterling Mutuals Inc.
Contact Us
Become a Client
Unlock financial success with our expert consultants. Contact us for personalized wealth solutions, and let’s build your brighter financial future together.
Financial GPS
Expert Guidance For Your Financial Journey
- Goal Setting
- Budgeting
- Risk Management
- Retirement Income Planning
- Investment Strategy
- Estate Planning
