Rockwood Financial, formerly known as Peter Dickieson Wealth Management, has been dedicated to helping clients navigate their financial futures since 1993. Based in Guelph, our team of certified financial planners provides tailored advice to individuals, families, and businesses, ensuring every decision aligns with long-term goals.
Led by Marc Boterman, a Certified Financial Planner with over 30 years of experience, our firm is built on trust, transparency, and personalized service. We recognize the interconnectedness of financial decisions and focus on holistic planning. Our expertise includes investment management, insurance solutions, and effective tax planning, allowing us to support our clients through every stage of their financial journey.
Led by Marc Boterman, a Certified Financial Planner with over 30 years of experience, our firm is built on trust, transparency, and personalized service. We recognize the interconnectedness of financial decisions and focus on holistic planning. Our expertise includes investment management, insurance solutions, and effective tax planning, allowing us to support our clients through every stage of their financial journey.
