Rosedale Family Office Podcast
Rosedale Family OfficeEvery 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 Protectio... more
| Publishes | Infrequently | Episodes | 6 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||
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Latest Episodes
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... more
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.
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 d... more
Independent, Entrepreneurial and Unconstrained: how our business model puts clients first and helps you discern between great companies and investment opportunities.
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 ... more
Key Facts
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Apple Podcasts | #39 |  Israel/Business/Investing |
Apple Podcasts | #118 | Israel/Business |
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Rosedale Family Office Podcast launched 5 years ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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