Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
13 years
Location
Remote
Guardian Partners Inc.
Multi-team
Total advisors
6Clients per advisor
449 Very HighAvg AUM per client
$758,736 TypicalHNW client ratio
19% TypicalChristie Rose is a CFA® charterholder with 13 years of experience in the financial industry. She has worked at Guardian Capital Advisors LP from 2008 to 2024 and joined Guardian Partners Inc. in 2025. Guardian Partners Inc., headquartered in Toronto, manages approximately $2.93 billion for over 3,100 clients, including individuals, high-net-worth families, and various institutional clients. The firm employs an open-architecture, third-party manager approach combined with top-down macro analysis and tactical asset allocation to create customized portfolios and offers discretionary portfolio management, OCIO advisory services, and proprietary pooled funds.
Based on Guardian Partners Inc.
$0 - $25 million: 0.40% per annum (GP Division Base Service Fee) $25 million - $50 million: 0.25% per annum (GP Division Base Service Fee) $50 million+: 0.10% per annum (GP Division Base Service Fee)
Performance Reporting Fee of 0.05% annually with a minimum of $1,000 Canadian per account (optional service)
Account minimum: $1,000,000 Canadian Minimum fee: Minimum annual fee of $40,000 Canadian for GP Division; minimum quarterly fee of $3,125 Canadian for GCA Division Fee-only: Fees are charged as asset-based management fees; no commissions or other compensation accepted.
Texas
13 years of industry experience
Guardian Partners Inc.
2025 - Present • 1 year
Toronto, Ontario
Guardian Capital Advisors LP
2008 - 2024 • 16 years
Toronto, Ontario
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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