Roseline received her Certified General Accountant designation in 1992 and her Certified Financial Planner designation in 1998. She has many years of experience in personal and corporate tax, financial and estate planning, and all areas of accounting and advisory for small businesses from start-up to succession planning. She has enjoyed a career as a partner in a public accounting firm, dealing with clients and helping them achieve their goals. Over the years, she has developed a growing passion for assisting clients in their succession plans, financial goal-setting, and retirement planning. In discussing clients’ current portfolios, she has experienced many clients’ frustrations with the volatility in the public markets, the low rates of return, and the need for more diverse and exciting investment products.
She was introduced to Pinnacle as an investor and quickly realized how well these investments would suit many of her existing friends and clients. Through Pinnacle she has discovered the benefits of participating in exciting real estate opportunities, as well as land development, mortgage funds, and other unique investment opportunities.
Roseline has never appreciated high-pressure sales people, and is not interested in being one of those people. She is, however, available to discuss these investment opportunities to those who are looking for an alternative to the public markets. She can discuss how the different investments can fit into your existing portfolio to provide better diversification.
On the personal side, Roseline has been married for over 35 years and lives on a farm in the St. Denis area east of Saskatoon. They have three children and seven grandchildren, and manage to spend a lot of quality time with them. She commutes daily to her office in Saskatoon and takes the peaceful 35-minute drive as an opportunity to prepare for and unwind from her day.