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Rosedale Family Office Overview
Type
Multi Family Office
General Information
Rosedale Family Office is a multi-family office headquartered in Toronto, Canada. Founded in 2019, the firm assembles investment, tax, estate and succession specialists who guide Canadian and U.S. entrepreneurial families through cross-border planning, charitable structures and multi-generational governance. Leveraging its affiliation with Wellington-Altus Private Wealth, Rosedale coordinates independent, fee-only portfolio management with big-bank custody—delivering integrated wealth stewardship.
Contact Information
Website:
https://advisor.wellington-altus.ca/rosedalefamilyoffice/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
10 Alcorn Ave., Suite 300, Toronto, Ontario M4V 3A9
Portfolio & Notable Allocations
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