Rose & Associates Inc.

Description

We’ve been helping people achieve their lifestyle goals and meet their financial needs for more than 30 years.

All client accounts held through Equity Associates Inc. are registered in “Client Name” with Mutual Fund Companies. This type of registration ensures that as an investor you are able to access your funds at any time directly with the Mutual Fund Companies. This type of registration requires that we provide to the Mutual Fund Companies your personal information including name, address, telephone, SIN, DOB and those of any other individuals so named on the account.

Fact sheet

Products & services

Similar companies nearby