Wealth Management with Steven Rose


Wealth management solutions designed for you

As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life, and require professional assistance with the management of your wealth, we can help.

Recognized as one of the leading Investment Advisors in Thunder Bay, Steve Rose provides a comprehensive range of wealth management services designed to your unique specifications. In providing you with the service you need, Steve is supported by a service-oriented associate, Susy Greaves.

Backed by the century-old tradition of RBC Dominion Securities Canadas leading full-service wealth management firm you can be confident that you will get the professional advice and services you need. Whether youre looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.

 
 
 
Who can Steve help?
 
Steves services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.
  • Business owners who need help managing their personal and business assets
  • Incorporated professionals with more complex financial arrangements
  • Successful executives looking to enhance the growth of their wealth
  • Professionals requiring assistance with their personal assets and to work as a trusted partner with shared clients
  • Pre-retirees who want to make the most of retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

 


 

Learn more about Steve's process and our approach to wealth management:  Our process
 
Download our printable brochureWealth Management with Steve Rose