Here's What Our Clients Have Said
The Rose Advisory Team are Wealth Advisors for our family, and have been for well over a decade. During that time, they produced excellent and safe investment returns for us and our children, and are reliable and trustworthy. We would recommend the Rose Advisory Team to any friends and family requiring investment advice and wealth management.
The Forzani Family
I've worked with John and his associates since 1994. They have been very helpful with respect to my relatively conservative investment philosophy. I enjoy working with the Rose Advisory Team, and they have my recommendation.
Lorne H. Larson
For the last ten years I have entrusted the Rose Advisory Team with our family's investment portfolio, and throughout that tumultuous decade have found the Team crucial to the achievement of our financial goals. I have come to rely upon them for sound advice and can always depend upon their prompt service. I unreservedly recommend the Rose Advisory Team.
David Komlodi - Vice President of Exploration, Omatius Oil & Gas
John and his team have managed our savings and investments for the past eight years. They are truly professional, knowledgeable, and provide exceptional service. Our investment results have been very good through these turbulent times.
I have entrusted the Rose Advisory Team with my investment portfolio for over 10 years. Now that I have retired, and I am starting to really enjoy travel and golf, I truly appreciate the diligence and financial advice provided by John Rose and his outstanding Team over the years. They are truly the best!! Many thanks.
S. Bruce Green Barrister and Solicitor, retired
Our working relationship with John Rose and his Team goes back several decades, and could appropriately be characterized a Joint Venture and a profitable one for sure. Periodic reviews of the portfolio with input from both sides and encompassing criteria including risk, asset allocation, dividend cash flow, and redemptions/replacements have provided us with the flexibility to cope with the vagaries of the market on a timely basis, and thus avoid major missteps. We enjoy a personal rapport and mutual trust with the Team, and the excellent advice and service we receive has been a major factor in achieving our financial goals.
Hans Maciej Retired Oil Executive
Our family has been extremely fortunate to use the services of Mr. John Rose and his Advisory Team with respect to investment advice, management of our family financial assets, and strategic advice regarding wealth creation for our family. We have learned to greatly appreciate their deep knowledge of financial markets, integrity, honesty, straightforward advice, and the prompt and attentive service that his team offers us. We plan to have a long term relationship with the Rose Advisory Team.
Drs. Peter and Agata Nowak
We have been clients of John Rose and his team for over 15 years. Over that time we have changed the make-up of my portfolio many times to respond to changing economic times. Happily, we have been able to consistently maintain a very satisfactory return comprised of income and growth. Our family and ourselves have benefited from their advice and service, and we are happy to recommend their services to others in need of good wealth management for their own families.
Wendell's and my relationship with the Rose Advisory Team began eleven years ago when we moved to Alberta from Toronto. Wendell had taken a lump sum settlement from IBM when he retired, so we needed sound investing advice to ensure our future security. We found that and so much more with John and his team. It has been an amazing journey for our family. At first, we were with John and Richard and then Matthew came on board. Wendell had always been very hands on with our investments and while he and John, or one of the team, discussed our portfolio regularly, I cannot remember his ever second guessing the team's advice or losing a minute's sleep over any of the decisions that were agreed upon. While we watched our investments grow; our respect for, confidence in, and friendship with the team flourished as well. When Wendell was facing terminal cancer, he had John discuss our portfolio in great detail with me, to help me better understand the investments. It was so reassuring, for both Wendell and I, to have John tell me that he and the team would be there to help me in any way they could. True to his word, they have been so supportive and helpful since Wendell's passing. I call the Rose Advisory Team "my three wise men" and feel so blessed to have them in my life!
John, Richard and Matthew,
I am sending a quick note to say thank you very much for all of your help and information over time regarding my financial needs. Your team is always there to help answer my questions and explain any process that I am unclear on. You are committed to helping me meet my goals toward keeping my financial security. I very much appreciate the time you spend keeping me informed of any and all changes in the economy. Given how often these come along these days, I appreciate you talking me through them; I always feel more secure after speaking with you. I would definitely recommend your team to anyone needing sound long-term financial advice.
For over fifteen years I have utilized the services of John Rose (and Associates) who has acted in the capacity as personal financial advisor(s) to me and my wife.
Over that period of years a number of significant market swings occurred with economic changes that necessitated adjustments and strategy changes. John with his associates have been consistently helpful in alerting me to market changes and trends, pending/ new issues, general market intelligence, and opportunity for open discussion toward possible judicious action or change.
While I am a more conservative style investor, John has fully respected my risk and growth expectations and diligently carried out my instructions. In our discussions I have found John and his associates to be generally well informed and knowledgeable on a wide range of market activities and products and related matters, and willing to answer my question or to find answers.
My association with John (and associates) has been amicable and our business relationship has been profitable to me and my wife. I have recommended John to my family, friends and associates looking for financial advisory help from a group with a track record with knowledge, integrity, and diligence in the performance of their services.
Harvey Doyle Retired Oil Executive