The Support of a Team of Experts
The Rosedale Group has a “Team of Experts” to draw upon for specialized advice. On a regular basis, we draw upon
the resources of our experts, review the progress our clients are making towards their goals, and make whatever adjustments may be needed in their overall plan.
SERVICES OFFERED
Investment Planning - We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide all our clients with a comprehensive investment strategy that addresses all of their needs and goal
Retirement Planning - The goal of retirement income planning is to establish a life-long income stream that can support the lifestyle you desire while also mitigating risk factors. We can provide expert advise about registered retirement products, including RRSPs, RRIFs and annuities. We can identify your retirement income need, review the assets and income stream available to fund your retirement and demonstrate how prudent withdrawal rates can extend the life of your investments.
Estate Planning - Our Will and Estate Planners can provide advanced knowledge of estate planning strategies and solutions. Working with your specific financial, legal and tax situations, the Will and Estate Planners help you achieve your testamentary goals in a tax efficient and timely manner.
Insurance Planning - Insurance solutions help define your complete financial strategy and deliver on our Client Commitment to provide you with recommendations that encompass your entire financial picture. The Insurance experts can provide technical knowledge and personal/ corporate strategies relating to: Income/Wealth Enhancement, Charitable Gifting, Income Replacement and Business Coverage
Tax Planning - Discover what sets ScotiaMcLeod, one of Canada's leading full-service investment dealers, apart from other tax planning providers.
Education Planning – We have the expertise needed to provide guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about other options.
Charitable Giving- If you are committed to creating a meaningful legacy that warrants philanthropic advice or help in the creation of a foundation, we can draw on the expertise of the largest provider of expert philanthropic services to private foundations from within the Scotiabank Group. These specialists have the means and knowledge to guide you in making a lasting contribution for generations to come
Personal and Private Banking Services - Top notch personal day-to-day banking services offered through your regular branch, or customized private banking services tailored to your needs for a fee—you can choose.
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