Where do you fit in?
Advising healthcare business owners and successful families to achieve their financial goals is our focus.
"I became a client of Rosemary’s at a very dark time in my life. I was overwhelmed with many complex business decisions as well as managing our rather “shot gun” approach to investments. Throughout the journey Rosemary has been a central part of my “team” of experts. Her calm demeanour belies a strong, savvy, well informed and intelligent professional. Rosemary is always ready to help solve an issue, answers questions, explain complex concepts without the jargon. This gives me the confidence I need to make informative decisions.
Part of Rosemary’s service is to bring all the areas of wealth management together - insurance advisors, health care spending advisers, and to coordinate with my law and accounting firms to frame for me a complete picture of my wealth health.
I appreciate the education component of the service, receiving numerous invitations to explore investment opportunities and to keep me on top of the latest industry research. Through Rosemary’s help I am learning how to become a better steward of my money, looking at not just how much I am making but what the investment can help achieve. As an example, I am proud of the ‘change the world” investments Rosemary has steered me towards which are making a significant impact in the world. Flowing from this is a determination, on my part and Rosemary’s, to think clearly and intentionally about how to pass on the wealth to next generation.
She has abundant skills, a genuine interest in her clients and how she can help them achieve their goals, and the drive and energy to succeed." - D.M.