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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.

When will the airline industry take off again?

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with David Mau, Portfolio Manager, TD Asset Management, about the long-term implications of the coronavirus on the airline industry and its path to recovery.

Ask MoneyTalk: Can my spousal loan benefit from a lower prescribed rate?

Today's economic environment offers some unique tax strategies that you may want to consider if it fits your situation: Kim Parlee speaks with Tannis Dawson, a High Net Worth Planner at TD Wealth, about the new prescribed loan rate and how couples may be able to take advantage of it.

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

Do you know someone who would benefit from my services?