Rothdale Pacific Wealth Management
Multiple locations
Multiple locations
With over 20 years of combined experience, our clients enjoy top-tier, intelligent financial solutions from a firm with expertise and values.
Based in Vancouver, BC, we serve clients in British Columbia, Ontario and Nova Scotia. Book an appointment at any of our Fairview, Downtown, North Vancouver - Harbourfront or North Vancouver - Waterfront locations to learn how we’re different.
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Investment Advice
For any project, you need tools. You need the right one for the job, and you need to be aware of the risks. Investments are the tools that we use for financial planning. Rothdale Pacific Securities of Aligned Capital Partners offers investment solutions including: Stocks, Bonds, Exchange Traded Funds (ETF’s), Mutual Funds & Guaranteed Investment Certificates (GIC’s).
Steven Batie is registered to provide investment advice and solutions to clients residing in the provinces of British Columbia, Ontario & Nova Scotia. Sarah Cassidy is registered to provide investment advice and solutions to clients residing in British Columbia. Securities products are provided through Aligned Capital Partners Inc.
Financial Planning
Our client engagements typically begin with a financial assessment - a snapshot of where you’re at. This collaborative report serves as a foundation for strategy. We also understand that life changes. Our financial plans are easily adjusted in real time. You’ll always make informed financial decisions with up-to-date data.
Wealth Protection
Sometimes life throws you a curve ball. Our tailored wealth defense strategies ensure that all the bases are covered, regardless of life stage or life event.
Most people understand the importance of protecting loved ones or transferring ownership of a business. We integrate insurance solutions that not only protect, but serve as an alternative asset class, another investment in our client’s portfolio.
Mortgage Lending
Canadian Real Estate is a valuable asset class. We support our clients Real Estate investment needs through our ownership of JS Coastal Mortgages.
Our mortgage solutions are ideal for clients with complex asset management needs or for those just looking to enter the market. Either way, we understand that mortgage lending plays a significant role in any client’s financial plan. Let us show you how to integrate real estate into your overall wealth management strategy.
JS Coastal Mortgages allows us to source and provide the very best mortgage products for home owners and real estate investors.
