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Wellington-Altus Private Wealth - Rosedale Family Office

Wellington-Altus Private Wealth - Rosedale Family Office

51 reviews

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10 Alcorn Ave Suite 300, Toronto, ON M4V 3A9, Canada Get Directions

financial consultant Best Financial Consultants in Canada Best Financial Consultants in Ontario

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4.6

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Service	Sub Service	Average Price Range (USD)
Wealth Management	Investment Management	$1000 - $5000 Call to Book
	Retirement Planning	$500 - $3000 Call to Book
	Portfolio Analysis	$200 - $1000 Call to Book
Tax Planning	Tax Compliance	$400 - $1200 Call to Book
	Tax Strategy Development	$500 - $2000 Call to Book
	Estate Tax Planning	$300 - $1500 Call to Book
Estate Planning	Wills and Trusts	$300 - $2000 Call to Book
	Asset Protection	$500 - $2500 Call to Book
	Legacy Planning	$400 - $1500 Call to Book
Financial Planning	Comprehensive Financial Planning	$1000 - $5000 Call to Book
	Cash Flow Management	$300 - $1500 Call to Book
	Financial Goal Setting	$200 - $1000 Call to Book

ABOUT Services Excellence Summary

Wellington-Altus Private Wealth - Rosedale Family Office is a multi-family family office that has been serving families in Canada and the United States for over 20 years. Our offerings include investment management, tax and estate planning, business and succession planning, charitable giving, and other tailored services that are unique to you. Successful financial planning requires a robust and accommodating team. A helpful team will not only meet your needs but also anticipate and solve your problems. That's why we have created a multigenerational team that fosters lifetime relationships for our clients.

SUMMARY Reviews Summary

Clients are delighted with the personalized service they receive from the Charlton Group, and many wrote approving testimonials on the website. The reviews praised how the team had designed a comprehensive financial plan for them and made extra effort to explain it in an accessible way. Almost all clients remarked that Rocky had inspired confidence in their investments, one noting how much they appreciated Rocky’s level of personal knowledge and his patient, relationship-based approach. Another to mention how much more comfortable they felt moving forward with their investing after talking to the team. One client wrote that they felt seen and heard when they talked to the Charlton Group, and another hundred how much they appreciate the knowledge and education that Adam brings to the table. For that reason, almost all clients noted that they would refer a friend to the team, and long-term customers wrote about how they trusted the firm completely. All of the reviews were very positive, a testament to the Charlton Group's commitment to their clients.