Protect
Preparing For The Future
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.
“Steve has worked with me for the past nine years. He is a consistently careful listener who has offered wise guidance and kept me financially secure. I have confidently recommended Rothdale Pacific to both family and friends, who also report high satisfaction. I would not hesitate in recommending this firm.”
-Ruth A, North Vancouver BC