Since 1993, we have been helping people like you to solve your most complex financial puzzles with sensitivity and expertise. We are committed to developing and maintaining strong, long-term client relationships. We help individuals and families to proactively direct your financial future, as well as business owners and corporations who seek to actively direct your financial welfare and that of your employees.
As an essential service, we continue work in the office. Though we are currently unable to meet with you in person, we look forward to speaking with you by phone. You are welcome to drop off documents to the office; we will handle them two days after receipt. Thank you for your understanding; we wish you and your family continued health and happiness!
As an essential service, we continue work in the office. Though we are currently unable to meet with you in person, we look forward to speaking with you by phone. You are welcome to drop off documents to the office; we will handle them two days after receipt. Thank you for your understanding; we wish you and your family continued health and happiness!
Services
As Rockwood Financial's principal, Marc provides Wealth Management Services, in addition to heading our Tax Return Preparation service with assistance from David Emmerson. A native of Kitchener-Waterloo, Marc lives with his wife and two children in the family home in which he and his 12 siblings grew up.
David completes client account research and analysis, as well as assisting Marc in tax return preparation. A Saskatchewan native, David grew up in Pembroke, Ontario, graduated from Carleton University in Ottawa, and now lives in Toronto. David's diverse range of interests includes Canadian art, horse racing, and Canadian military history.
As an investment advisor, Lauren creates and manages client portfolios on a daily basis. She also works on Group RRSPs, Health Spending Accounts, Travel Insurance and Mortgages, as well as preparing tax returns during tax season. A mother of two and Guelph native, Lauren lives with her son and new German Shepherd puppy, Jager.
A Mutual Fund is a very popular investment choice for most Canadians. The philosophy and mechanisms are simple, many investors pool their money into a large fund and hire the best investment managers to manage it. Mutual funds were created at a time when small investors did not have access to the best investment management as they would typically work only for the wealthy.
RRSPs are a tax deferral program set up by the government to encourage taxpayers to save for retirement. The misconception of RRSPs is that they are a tax saving plan, although tax savings may be achieved by contributing when you are in a high tax bracket (your peak earning years) and redeeming when you are in a low tax bracket (your retirement years), RRSPs are more of a tax deferral and should be looked at in that manner.
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