Rose & Associates

Our people, your team

Stephane Rose


For more than 30 years, Steve has dedicated himself to his craft and through his meticulous process, stives for investment success for every one of our clients.

Donna Richardson

Managing Partner and Financial Advisor

An energetic, experienced advisor, Donna co-leads all planning and strategy development at Rose & Associates. She is an active manager, quick to respond when clients have questions. She’s also a people person, taking the time to check in, catch up and make sure clients feel not only well served but also well cared for.

Adam Enright

MBA – Financial Advisor

Throughout my career, I have witnessed firsthand, the transformative power of sound professional advice for Canadian Investors. It has always been my passion to help individuals, families and businesses achieve their financial goals. With Rose & Associates Inc, I have the incredible opportunity to help our clients navigate the complexities of wealth management.

Shannon Bjornson

QAFP - Client Service Manager and Licensed Assistant

Shannon sets a high benchmark for client service excellence. Her ability to address clients’ concerns and communicate complex financial concepts in a comprehensible manner has made her a trusted resource not only for our team, but for all of our clients.

Lucy Dodds

Account Manager and Licensed Assistant

Lucy is an integral part of our team, providing support for every aspect of our wealth management process. With a methodical and process-oriented mindset, Lucy keeps our office at the forefront of industry trends and fosters a positive and thriving work environment.  

Natalie Boult

Administrative Associate

Natalie’s professional background and commitment to detail ensures that our clients always receive personalized and timely support.