About Us

Mission

Divorce is a fragile time where our client needs trust, and professionalism the most, it is our goal to ensure we are giving our clients our best, so they can return it with their trust and confidence. We are committed to help them navigate the turbulent waters in any way we can.
 
The client relationship is more than just contractual. We treat each client as though they are a partner that is entitled to transparency, being honest and brainstorming ideas that support their ideas and the solution which will make their overall quality of life better.
 
We are here to make sense out of that which makes no sense.

About Rosa

Rosa Alvarez has been a financial advisor for over 30 years.

She has completed her Chartered Financial Divorce Specialist designation and is a caring and dedicated resource for the journey of her clients going through the often-stressful road of separation and divorce.

She provides competent financial guidance throughout the divorce process.

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Over the course of her career, Rosa has earned numerous designations:

CFDS

Chartered Financial Divorce Specialist

AICB

Associate to the Institute of Canadian Bankers

PFP

Professional Financial Planner

CCO

Certified Compliance Officer

IPBC

International Professional Business Consultant

CFIO

Certified Fraud Investigation Officer

Outside of the office, Rosa enjoys teaching dance lessons to the community, practicing yoga, playing with her dog and spending time with her family. Whether it be social events, or the office, Rosa has always been a leader, and today, she’s dedicated to leading her clients towards long-term success.

Work with us

We are here to help you make sense out of that which makes no sense.