“My partner and I have been Rosanna’s clients since 1998. Now that we are both retired, she has been invaluable in helping us navigate planning and saving for our retirement. Rosanna meets with us in the comfort of our home for an annual investment review to go over our financials. For the past several years, she has managed our retirement income and we are comfortable knowing that with her expertise we will never outlive our Guaranteed lifetime income. THANK YOU for everything – you make a BIG DIFFERENCE in our lives.”
Monda Rosenberg & Michael O'Neail, Ontario
“Rosanna is a competent financial adviser who is extremely knowledgeable. She is approachable anytime and provides an unbiased opinion. We never felt rushed nor obligated to select any of the investment products. She truly weighs the pros and cons of each option to suit our needs. The ongoing support she offers with a friendly, calm demeanour is much appreciated. We would recommend her services to anyone who is seeking an individualized plan.”
Dr. Don Wijeratne & Dr. Nishardi Waidyaratne-Wijeratne
MDs, Kingston, Ontario
"When Linda and I retired about 9 years ago, we were looking for a professional Financial Planner. We wanted a financial plan for our retirement, taking our existing investment portfolio and restructuring it in a way that met our specific retirement needs. When we met Rosanna Publow we told her that we wanted a retirement plan that included preservation of capital, long term reliable income, lower capital risk levels, tax efficiency and portfolio growth.
Rosanna, with her excellent knowledge and her clear and professional communication skills, was able to build a plan that was exactly what we needed. Rosanna is always up to date with the “financial planning world,” and we look forward to our regular review meetings with her.
We trust Rosanna 100% and we highly recommend her to anyone looking for solid financial planning."
Linda & Ed Branston
"I have had the pleasure of working with Rosanna over the past 18 years. Her commitment to service and advice is what separates her from just being an advisor. Her ability to go above and beyond, and passion for her clients’ success are special. Rosanna is a true professional."
President and COO MGA Services, and Ontario Region
"Rosanna Publow has acted as the Group Benefits Broker on behalf of Trillium Health Care Products Inc. (Brockville) for the past several years. In that time Rosanna has worked closely with the HR manager, benefits administrator and senior leadership at the Brockville Plant in managing the program in a cost effective and responsible manner.
Rosanna has been instrumental in working with both our insurance carrier and Trillium HCP on negotiating annual renewals, promoting program design adjustments, and general customer service in order to maintain a healthy and cost-effective program for Trillium HCP. A key focus area for Rosanna has been to provide effective in-person local service that is responsive to Trillium’s needs through effective working relationships with our key personnel. This has been a distinguishing feature in Rosanna’s tenure in this role."
Jay Webb, Vice President and General Manager
Trillium Health Care Products Inc.