2. Clients have had a highly positive experience with the financial consultants at Wellington-Altus Private Wealth - Rosedale Family Office. They appreciate the team's personalized and relatable approach, as well as their passion for their work and genuine care for helping clients. The team is highly knowledgeable, providing education and framing complex information in a way that clients can understand. Clients feel confident that their investments are in good hands and appreciate the thorough and attentive service provided by the team. The Charlton Group receives praise for their expertise in investment management, tax and estate planning, and their ability to create customized financial plans tailored to individual needs. Overall, customers highly recommend Wellington-Altus Private Wealth - Rosedale Family Office for their excellent customer service and commitment to supporting their clients' financial goals. 6. Unique facts about Wellington-Altus Private Wealth - Rosedale Family Office: - The Rosedale Family Office has been serving families in Canada and the United States for over 20 years. - The office offers a wide range of services, including investment management, tax and estate planning, business and succession planning, charitable giving, and other customized services. - The team at the Rosedale Family Office is multigenerational, ensuring that clients can enjoy long-term relationships and continuity in their financial planning. 7. The specialty of Wellington-Altus Private Wealth - Rosedale Family Office is providing comprehensive financial services to families. They understand the unique needs and goals of each family and offer customized solutions to help them achieve their financial objectives. Whether it's managing investments, planning for taxes and estates, or developing strategies for business and succession planning, the team at Wellington-Altus Private Wealth - Rosedale Family Office has the expertise and experience to provide top-notch financial advice and support. 8. Summary: Wellington-Altus Private Wealth - Rosedale Family Office has received highly positive reviews for their financial consulting services. Clients appreciate the personalized and relatable approach of the team, as well as their passion for helping clients achieve their financial goals. The office offers a wide range of services, including investment management, tax and estate planning, and business and succession planning. With over 20 years of experience serving families in Canada and the United States, the team at Wellington-Altus Private Wealth - Rosedale Family Office is dedicated to providing excellent customer service and building long-term relationships with their clients.