Rosedale Family Office Podcast

Rosedale Family Office
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Rosedale Family Office Podcast

Every week, our hosts will discuss wealth, investments, tax and much more. Information contained herein is provided for information purposes only. Information does not provide financial, legal, tax or investment advice. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2023, Wellington-Altus Private Wealth Inc.

Episodes

  1. 12/21/2022

    Independent Wealth Management Firms and Bank Owned Investment Firms: A Comparative Study

    Today we pull the curtain back on two wealth management pillars: Independent Firms and Bank Owned Firms.  When assessing which direction to take when entrusting your family legacy to a wealth manager, consider what is offered.  From creative planning ideas, to finding the best solution for your capital growth we encourage you to be thorough in your decision making.  To help, we suggest some simple questions to ask and queries to make so that you too can pull back the curtain and continue to Redefine Your Wealth.

    16 min
  2. Where might real estate fit in your overall investment strategy.

    11/16/2022

    Where might real estate fit in your overall investment strategy.

    In this months episode we talk broadly about investment mindset - are you an investor or a speculator?  Through those lenses we look at real estate, the S&P 500 and alternative investments and their placement in a fulsome investment strategy.

    20 min
  3. Volatile Markets, and Decision Making

    08/31/2022

    Volatile Markets, and Decision Making

    In this episode recorded in June 2022, Noah and Rocky discuss investing during periods of market volatility. When headlines are negative, it can become very difficult to know how to proceed, so we look to history to help guide our path during these difficult times.

    20 min
  4. What we can learn from Microsoft, Wellington-Altus and Serena Williams.

    11/25/2021

    What we can learn from Microsoft, Wellington-Altus and Serena Williams.

    Independent, Entrepreneurial and Unconstrained: how our business model puts clients first and helps you discern between great companies and investment opportunities.

    29 min

  5. 06/16/2021

    Alternative Talk

    ...

    41 min

  6. 05/12/2021

    What Is A Family Office?

    Welcome to the first episode of the Rosedale Family Office Wealth podcast. Every week, Noah Djurfeldt and Rocky Bellotti will talk about wealth, investment, tax, and much more.  This episode is all about family offices. What they are, and why your family may find great benefit from working with a family office. If anything in this episode interests you, or you would like to talk with us further, please find Rocky and Noah at Rosedale Family Office

    35 min
  • 6 Episodes

    About

    Every week, our hosts will discuss wealth, investments, tax and much more. Information contained herein is provided for information purposes only. Information does not provide financial, legal, tax or investment advice. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2023, Wellington-Altus Private Wealth Inc.

    Information

    • Creator
      Rosedale Family Office
    • Years Active
      2021 - 2022
    • Episodes
      6
    • Rating
      Clean
    • Copyright
      © Rosedale Family Office
    • Show Website
      Rosedale Family Office Podcast

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