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Rose Lipiec Montoya

Senior Financial Planner

  • FMA
  • CFP®

Working together to achieve the financial goals that matter to you most

With over 25 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER® certification conferred by the Financial Planning Standards Council. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

ADDITIONAL CONTACT

Fax: (613) 782-1166

EDUCATION

University of Toronto- Bachelor of Arts (Commerce & Economics)

COMMUNITY INVOLVEMENT

Ottawa Hospital Research Institute (OHRI) - Board Member

Additional Information

Financial Planning Associate

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Investment Opportunities Post-Brexit

Uncertainty around Brexit has left many investors wondering how they should position their investments. Damian Fernandes, manager of the TD Balanced Growth Fund and co-manager of the TD Tactical and TD US Monthly Income Funds talks to Kim Parlee about post-brexit investment opportunities.

BoC holds rates steady amid signs global economy stabilizing

The Bank of Canada held rates steady for now, but opened the door to future rate cuts if the global backdrop worsens, adding further pressure to Canada’s economy. Anthony Okolie talks with James Orlando, Senior Economist, TD Bank Group.

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Discover Your Investing Blind Spots

Behavioural Finance: People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

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