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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.

China slump and Brexit bumps

China's economy continues to slow. What are the investment implications? And with Brexit uncertainty hanging over the U.K., what do investors need to know? Bruce Cooper,  CEO and CIO, TD Asset Management.discusses.

The LGBTQ2+ road to family-building

For LGBTQ2+ people planning on having a child of their own, fertility bills often start arriving far earlier than the baby. Knowing what awaits you in clinics and lawyers’ offices — and what the costs may be — can help prepare you for a road to baby-making that is rarely straightforward.

TD Economics

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

Monthly Perspectives - Game Changer

Well, it finally happened. James Holzhauer, the professional gambler from Las Vegas who had been blowing away the competition on Jeopardy!, finally lost a game.

Monthly Perspectives Oct 2018

This publication puts the latest, top-of-mind issues into perspective.

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