Cassandra Rolph, QAFP®, CIM®
Financial Associate
613-755-4004 | 1-877-755-4004
Cassandra began her career in the wealth management industry in 2020 and holds the Qualified Associate Financial Planner designation from FP Canada and the Chartered Investment Manager designation from the Canadian Securities Institute.
Cassandra works closely with her clients to offer a tailored approach to wealth management that considers all aspects of their wealth - while also taking into account their personal goals and challenges. Cassandra prides herself on playing a key role within a client’s entire advisor group. She works closely with a client’s professional advisors to gather and analyze technical and financial information relating to the development of tax, investment, estate, and wealth planning strategies for affluent clients. This approach ensures a holistic wealth management plan that does not leave any blind spots in the client’s plan. By working across disciplines to coordinate your advisors, Cassandra ensures everyone is focused on the same strategy for wealth and financial success.
Cassandra is currently working towards her Certified Financial Planning designation. She especially loves working with women, who are often underserved and underrepresented in the financial services industry.
Outside the office she enjoys spending time on her family farm in Prince Edward County where her culinary passion for a farm to table meal is highlighted.