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Trusted Ottawa financial advisors, Rose & Associates provide investment management, retirement planning, tax planning and estate planning services in the Ottawa, Canada and surrounding area.

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Rose & Associates News Uncategorized

Posted by Donna Richardson on November 10, 2020

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About Us

Trusted Ottawa financial advisors, Rose & Associates Inc. provides investment management, retirement planning, tax planning and estate planning services in the Ottawa, Canada and surrounding area. Mutual Funds provided by Sterling Mutuals Inc.

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  • Phone: 613-228-0770
  • Fax: 613-228-1344
  • consultants@roseassociates.ca
  • 28 Concourse Gate, Suite 101
  • Ottawa, Ontario, K2E 7T7

© Copyright 2021 - Rose & Associates Inc. - Disclaimers

The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Rose & Associates Inc. and/or Sterling Mutuals Inc. is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

Insurance products, and other related financial services are provided by Rose & Associates Inc. as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.

Donna Richardson

We are proud to announce Donna Richardson’s new designation as a Certified Divorce Financial Analyst® (CDFA).

Click here to learn more.

The role of the CDFA® is to help both client and lawyer understand how the financial decisions made today will impact the client’s financial future, based on certain assumptions.

A CDFA® is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce. The CDFA®:

  • Becomes part of the divorce team, providing litigation support for the lawyer and client, or becomes a member of a Collaborative Law team.  In either event, the CDFA® will be responsible for:
  • Identifying the short-term and long-term effects of dividing property.
  • Integrating tax issues.
  • Analyzing pension and retirement plan issues.
  • Determining if the client can afford the matrimonial  home – and if not, what might be an affordable alternative.
  • Evaluating the client’s insurance needs.
  • Establishing assumptions for projecting inflation and rates of return.
  • Bringing an innovative and creative approach to settling cases.