Donna Richardson Email & Phone Number

Lifestyle is a choice. We help clients define the way they want to live, then create a customized, comprehensive financial plan to realize that vision in the shortest possible timeframe—empowering them to enjoy life today while building for a comfortable future. Generating wealth, protecting your interests.As an independent wealth management firm, we have the ability to choose from a full range of investment products on behalf of our clients. This allows us to devise highly effective wealth accumulation strategies.Plan and guide. We work with you to define measurable goals and an achievable timeline. Whatever your aspirations—to finance a business venture, cover your children's tuition, acquire that convertible or retire early—and no matter your current net worth or stage of life, we can help you get where you want to go, in the timeframe you desire. Effective wealth management requires deep understanding of market dynamics, investment instruments and wealth accumulation strategies. For more than 30 years and through several market cycles, the Rose & Associates team has shared its knowledge, insights and skills with an ever-growing base of loyal clients—using an approach truly distinct in the industry. Communication: the foundation of our practiceWe stay fully current on market developments through active dialogue with an elaborate network of industry experts: chartered accountants, corporate lawyers, investment managers and financial analysts. We build personal relationships with our customers—individuals, couples, families, generations of families—through ongoing interactions including quarterly in-person portfolio reviews, proactive market-perspective emails and complimentary seminar events hosted by fund managers and other experts. We help navigate the complexities of investing and cut through media sensationalism and fear-based market rumours to give our clients a stronger sense of confidence and ownership of their financial picture

Listed skills include Retirement Planning, Wealth Management, Investments, Mutual Funds, and 17 others.