Every week, our hosts will discuss wealth, investments, tax and much more. Information contained herein is provided for information purposes only. Information does not provide financial, legal, tax or investment advice. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2023, Wellington-Altus Private Wealth Inc.
Rosedale Family Office Podcast
Claim This Podcastby Rosedale Family Office
6 episodes
Updated Daily
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Podcast Overview
Every week, our hosts will discuss wealth, investments, tax and much more. Information contained herein is provided for information purposes only. Information does not provide financial, legal, tax or investment advice. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2023, Wellington-Altus Private Wealth Inc.
Language
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Publishing Since
5/12/2021
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Recent Episodes
December 21, 2022
Independent Wealth Management Firms and Bank Owned Investment Firms: A Comparative Study
<p>Today we pull the curtain back on two wealth management pillars: Independent Firms and Bank Owned Firms. When assessing which direction to take when entrusting your family legacy to a wealth manager, consider what is offered. From creative planning ideas, to finding the best solution for your capital growth we encourage you to be thorough in your decision making. To help, we suggest some simple questions to ask and queries to make so that you too can pull back the curtain and continue to Redefine Your Wealth.</p>
November 16, 2022
Where might real estate fit in your overall investment strategy.
<p>In this months episode we talk broadly about investment mindset - are you an investor or a speculator? Through those lenses we look at real estate, the S&P 500 and alternative investments and their placement in a fulsome investment strategy. </p>
August 31, 2022
Volatile Markets, and Decision Making
<p>In this episode recorded in June 2022, Noah and Rocky discuss investing during periods of market volatility. When headlines are negative, it can become very difficult to know how to proceed, so we look to history to help guide our path during these difficult times.</p>
6 total episodes available
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