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What corporate clients have to say about rose

"Rose has worked with a number of our employees, including high earners, to help them formulate specific financial or retirement plans on termination or retirement.  She is extremely knowledgeable and has an engaging manner that facilitates a comfortable and effective relationship either with a large group or in one-on-one consultations.  We would not hesitate to use her services again." Director, Pensions, one of Canada’s largest non-regulated power generation and wholesale marketing companies (2,500 employees)

"Rose has provided financial planning and education services to our employees several times over the last 10 years. Employee feedback related to Rose’s services has been consistently positive, and she has made a significant contribution to the success of these programs."  Coordinator, Pensions, a leading Canadian oil and gas producer (2,400 employees)  

"I found Rose easy to work with on a corporate level, and feedback from employees has been consistently positive.  We have repeatedly hired her firm to provide services, and as a result she has built an impressive knowledge of the company’s pension and benefit programs."  Leader, Employment Transition Services, a leading North American energy company (2,400 employees)  

"Rose, I wanted to let you know how pleased we are with the financial retirement planning sessions you ran for us this year.  The feedback from everyone who attended was very positive.  As a participant in one of the sessions myself, I was surprised at how quickly the time passed and at the amount of information I’ll be able to use when doing more planning in the future."  Manager, HR Programs & Services, one of Canada’s largest oil and natural gas exploration and production companies (1,200 employees)  

"Rose has a knack for communicating complex financial and retirement planning concepts in an easy to understand fashion, both verbally (with groups and individuals) and in writing."   Sr. Consultant, Pension & Benefits, a North American commodity chemicals company  

"The combination of Rose’s technical knowledge and communication skills resulted in her presentations being well received by our employees.  Her easy going, friendly, and down to earth personality make her a pleasure to work with.  I wouldn't hesitate in rehiring her or recommending her services to others." Leader, Pension and Savings Plan Management, a North American commodity chemicals company  

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