Rose & Associates
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 1-10 Employees

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Overview

Headquarters

28 Concourse Gate Suite 101, Ottawa, Ont...

Phone Number

(613) 228-0770

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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1
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1

About Rose & Associates

Rose & Associates Inc. is a trusted financial advisory firm based in Ottawa, Canada, specializing in comprehensive wealth management services including investment management, retirement planning, tax planning, and estate planning. With over 30 years of experience, they empower individuals and families to achieve financial security and peace of mind through personalized financial strategies. Their approach involves understanding clients' unique life circumstances and creating tailored financial plans to help them realize their goals. Rose & Associates Inc. serves a diverse clientele, including entrepreneurs and families planning for education and retirement.Explore more
Popular SearchesRose & Associates IncRose & AssociatesGlasgow Rose Investments IncPrizmat Associates IncRose AssociatesSIC Code 62,628NAICS Code 52,523Show more

Rose & Associates Org Chart

PhoneEmail
SB
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Client Service Manager & Licensed Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rose & Associates

<$5M
1-10
Private
-
1973
SB
Shannon BjornsonClient Service Manager & Licensed Assistant
$5M
11-50
Private
<$5M
2009
JA
Jeffrey AdemaCross-Border President, Wealth Management
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
-
FD
Franca Di BartolomeoAdministrative Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Rose & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Rose & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rose & Associates.

Rose & Associates Tech Stack

A closer look at the technologies used by Rose & Associates

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Frequently Asked Questions Regarding Rose & Associates

What is Rose & Associates's official website?
Rose & Associates's official website is www.roseassociates.ca
What is Rose & Associates's Revenue?
Rose & Associates's revenue is <$5 Million
What is Rose & Associates's SIC code?
Rose & Associates's SIC: 62,628
What is Rose & Associates's NAICS code?
Rose & Associates's NAICS: 52,523
How many employees does Rose & Associates have?
Rose & Associates has 1-10 employees
What industry does Rose & Associates belong to?
Rose & Associates is in the industry of: Finance, Securities Trading
What is Rose & Associates competition?
Rose & Associates top competitors include: Jack Lumsden, AdvisorNet, Tetrault Wealth Advisory Group, Polsinelli Financial Advisory Group
What technology does Rose & Associates use?
Some of the popular technologies that Rose & Associates uses are: Microsoft 365, GlobalSign, easyDNS, Microsoft Exchange Online
How do I contact Rose & Associates?
Rose & Associates contact info: Phone number: (613) 228-0770 Website: www.roseassociates.ca
What does Rose & Associates do?

Rose & Associates Inc. is a trusted financial advisory firm based in Ottawa, Canada, specializing in comprehensive wealth management services including investment management, retirement planning, tax planning, and estate planning. With over 30 years of experience, they empower individuals and families to achieve financial security and peace of mind... through personalized financial strategies. Their approach involves understanding clients' unique life circumstances and creating tailored financial plans to help them realize their goals. Rose & Associates Inc. serves a diverse clientele, including entrepreneurs and families planning for education and retirement.Read More

Is Rose & Associates a public company?
Rose & Associates is private company therefore does not currently have an official ticker symbol
See more information about Rose & Associates

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