Rosalia works to help individuals and families committed to their retirements, overwhelmed with investment options, build financial security and preserve their lifestyle through their retirement years by using solid wealth management strategies.

A 25 year veteran of financial services, Rosalia has been with the CIBC group of companies since 1998. She earned a Bachelor of Commerce, Honours degree, option in finance from the University of Ottawa. Rosalia holds the Certified Financial Planner (CFP), as well as a Registered Retirement Consultant (RRC) designations and is a Financial Management Advisor (FMA), which is all part of her objective to make her client ambitions a reality.

Rosalia builds deep connections with her clients knowing that everyone's needs and goals are different and that their financial situations will evolve over time. She provides an extremely high level of service and dedication to her clients which has resulted in her clients placing enormous trust in her to provide appropriate advice with integrity, which is the basis of her business. She wants her clients to make informed financial decisions and feel confident in the choices they have made.

She works with a team of experts who are available to her clients in the areas of private banking, financial planning, insurance and estate and trust planning.

Rosalia was born and raised in Ottawa and now resides in Stittsville with her husband and her 3 children.

When she's not out and about walking her puppy Nala, she can be found at an arena or soccer field cheering on her children.

Michelle has spent over 30 years in client service industries. Beginning her career in travel and tourism and then moving over to the financial services industry where she has been assisting clients for the last 16 years.

Michelle works with each of our clients to assure they are well taken care of. She is dedicated to meeting their needs, as she is committed to giving all clients an excellent and seamless service experience.

Outside of the office, Michelle spends time volunteering with Dreams Take Flight and spending time with her family and friends.